David Wilson
VECTOR FINANCIAL SOLUTIONS
ESCONDIDO, CA 92025
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CRD#: 1446677
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
Are you a "fiduciary"?
Yes
Aliases
David L Wilson
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.
1. WILSON TRUST, 3500 Lake Blvd #216. Oceanside, CA 92056 CO-TRUSTEE, 11/20/2012, 1 HOURS TOTAL, 1 DURING TRADING HOURS, TRUSTEE. 2. DAVID WILSON. POSITION: Co-trustee NATURE: Family Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2102 ADDRESS: 3500 Lake Blvd, #216, Oceanside CA 92056, United States DESCRIPTION: I am co-trustee on my elderly mother's trust. 3. RIDGECREST MGMT LLC POSITION: Owner/President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2002 ADDRESS: 139 E Third Ave, Escondido CA 92025, United States DESCRIPTION: Own office building, small apartment complexes, duplexes. Coordinate with managers, pay bills. 4. VECTOR FINANCIAL SOLUTIONS. POSITION: President NATURE: DBA/Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2014 ADDRESS: 139 E Third Ave, Escondido CA 92025, United States DESCRIPTION: DBA for by business, not a separate activity. 5. AUTHOR/BLOGGER. POSITION: Author/Blogger NATURE: Individual/Sole INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/14/2014 ADDRESS: 18137 Sun Maiden Ct, San Diego CA 92127, United States DESCRIPTION: I write general informational and educational articles and blog posts. This includes things like IRA Rollover rules, estate planning with living trusts., retirement planning, QDROs for divorce planning. The importance of diversification, etc. 6. DAVID WILSON. POSITION: Owner NATURE: Life insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/01/1985 ADDRESS: 139 E 3rd Ave, Escondido CA 92025, United States DESCRIPTION: Sale of insurance products. 7. RANCHO BERNARDO COMMUNITY PLANNING BOARD POSITION: Member NATURE: RB Planning Board is an advisory board that makes recommendations to the San Diego City Council regarding local planning issues. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2019 ADDRESS: 6150 Bernardo Heights Pkwy,, San Diego CA 92128, United States DESCRIPTION: Attend board meetings regarding community planning issues, sit on subcommittees. The planning board is an advisory board that makes recommendations to the San Diego City Council about local issues. he is also on the Palomar Health Foundation Board and is the Treasurer on the board. He devotes approximately 5% of his time to these activities.
CRS (Client Relationship Summary) - RIA
Click below to view David Wilson'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®
Start date: 1990
Experience
Current
May 21, 2020 - Present
VECTOR FINANCIAL SOLUTIONS, INC.
Office #1: 139 East 3rd Ave, Escondido, CA 92025RIA
CRD#: 291895
ESCONDIDO, CA
Past
October 26, 2017 - May 28, 2020
OSAIC SERVICES, INC.
RIA
CRD#: 133763
ESCONDIDO, CA
Past
October 25, 2017 - May 28, 2020
OSAIC SERVICES, INC.
BD
CRD#: 133763
ESCONDIDO, CA
Past
October 13, 2004 - October 27, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ESCONDIDO, CA
Past
November 10, 1999 - April 28, 2004
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ESCONDIDO, CA
Past
September 22, 1999 - October 27, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
ESCONDIDO, CA
Past
August 23, 1991 - September 30, 1999
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
January 30, 1991 - August 20, 1991
SPELMAN & CO., INC.
BD
CRD#: 10232
PHOENIX, AZ
Past
November 7, 1990 - February 4, 1991
OLD SLIP CAPITAL MANAGEMENT, INC.
BD
CRD#: 7360
NEW YORK, NY
Past
August 1, 1990 - September 28, 1990
GAF FINANCIAL AND INSURANCE SERVICES
BD
CRD#: 14123
Past
August 1, 1990 - October 4, 1990
PAMCO SECURITIES AND INSURANCE SERVICES
BD
CRD#: 11028
Past
November 19, 1989 - July 31, 1990
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
May 12, 1989 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
March 16, 1987 - May 22, 1989
DIVERSIFIED SECURITIES, INCORPORATED
BD
CRD#: 222
Past
January 9, 1986 - April 16, 1986
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
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
Arizona(10/19/2022)
IAR
California(5/21/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
VF
VECTOR FINANCIAL SOLUTIONS, INC.
VECTOR FINANCIAL SOLUTIONS, INC.
CRD#: 291895 / SEC#:
Arizona
Registered Investment Advisory firm - (10/19/2022 Approved)California
Registered Investment Advisory firm - (5/21/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
139 East 3rd Ave, Escondido, CA 92025
Mailing Address
Phone number
(760) 741-3159
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 266 |
| AUM (Assets Under Management) | $ 61,100,916 |
Red Flags
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