David A. Wilhite

ADVANCED FINANCIAL SOLUTIONS

BOISE, ID 83713

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CRD#: 1100003

Professional summary

David Arthur Wilhite, CFP®, ChFC®, CLU® is a registered financial advisor currently at ADVANCED FINANCIAL SOLUTIONS, INC. located in Boise, Idaho.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. David has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ADVANCED FINANCIAL SOLUTIONS, INC. - RIA FIRM - INCORP 08/20/1993 - SAME ADDRESS - PRESIDENT/ OWNER, INVESTMENT ADVISOR, CERTIFIED FINANCIAL PLANNER? - 90% OF TIME DEVOTED TO BUSINESS - DUTIES: PREPARE FINANCIAL PLANS AND FEE-BASED MONEY MANAGEMENT. INDEPENDENT INSURANCE AGENT - SELL FIXED LIFE & HEALTH INSURANCE, INCLUDING EQUITY INDEXED ANNUITIES & LIFE; PAID COMMISSION BY INSURANCE COMPANIES; 10% OF TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Arthur Wilhite's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

December 1, 1993 - Present

ADVANCED FINANCIAL SOLUTIONS, INC.

Office #1: 4700 N Cloverdale Rd Suite 101, Boise, ID 83713

RIA

CRD#: 121538

BOISE, ID

Past

July 31, 2009 - December 31, 2013

ARGENTUS SECURITIES, LLC

CRD#: 45915

BOISE, ID

Past

October 4, 2002 - July 31, 2009

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

BOISE, ID

Past

March 12, 1997 - October 1, 2002

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

August 30, 1993 - March 24, 1997

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

March 31, 1992 - August 25, 1993

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

March 4, 1983 - December 6, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(12/1/1993)

IAR

Texas
(6/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/24/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/10/1997

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 8/30/1993

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/2/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/15/1997

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 8/24/1987

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ADVANCED FINANCIAL SOLUTIONS, INC.

CRD#: 121538 / SEC#: 801-70973

RIA

Registered Investment Advisory firm - (10/17/2012 Terminated)

Idaho

Registered Investment Advisory firm - (1/1/2012 Approved)

Texas

Registered Investment Advisory firm - (6/2/2023 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4700 N. Cloverdale Rd Suite #101, Boise, ID 83713-1081

Mailing Address

Phone number

(208) 376-0091

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 27,381,437

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David A. Wilhite

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Arthur Wilhite's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARGENTUS SECURITIES, LLC

SECURITIES SERVICE NETWORK, LLC

SECURITIES AMERICA, INC.

OSAIC FS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/1993

Series 63

Date: 3/2/1983

Series 7

Date: 9/10/1997

Series 22

Date: 8/30/1993

Series 6

Date: 3/2/1983

Series 24

Date: 9/15/1997

Series 26

Date: 8/24/1987

Current Firm

ADVANCED FINANCIAL SOLUTIONS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVANCED FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

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