David Wilson
Professional summary
David Wilson, CFP®, who also goes by David L Wilson, is a registered financial advisor currently at VECTOR FINANCIAL SOLUTIONS, INC. located in Escondido, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. David has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Wilson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1990
Experience
May 21, 2020 - Present
VECTOR FINANCIAL SOLUTIONS, INC.
Office #1: 139 East 3rd Ave, Escondido, CA 92025October 26, 2017 - May 28, 2020
OSAIC SERVICES, INC.
October 25, 2017 - May 28, 2020
OSAIC SERVICES, INC.
October 13, 2004 - October 27, 2017
NATIONAL PLANNING CORPORATION
November 10, 1999 - April 28, 2004
NATIONAL PLANNING CORPORATION
September 22, 1999 - October 27, 2017
NATIONAL PLANNING CORPORATION
August 23, 1991 - September 30, 1999
SUNAMERICA SECURITIES, INC.
January 30, 1991 - August 20, 1991
SPELMAN & CO., INC.
November 7, 1990 - February 4, 1991
OLD SLIP CAPITAL MANAGEMENT, INC.
August 1, 1990 - September 28, 1990
GAF FINANCIAL AND INSURANCE SERVICES
August 1, 1990 - October 4, 1990
PAMCO SECURITIES AND INSURANCE SERVICES
November 19, 1989 - July 31, 1990
OSAIC WEALTH, INC.
May 12, 1989 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
March 16, 1987 - May 22, 1989
DIVERSIFIED SECURITIES, INCORPORATED
January 9, 1986 - April 16, 1986
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/19/2022)
(5/21/2020)
Exams
Current Firm
VECTOR FINANCIAL SOLUTIONS, INC.
CRD#: 291895 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 266 |
| AUM (Assets Under Management) | $ 61,100,916 |
Red Flags
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