David Wise Email and Phone Number
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Mission Statement: To be viewed by my clients as a trusted advisor that provides wisdom in all areas of their financial lives.Provided Financial Planning and Investment advice to clients since 1988As of May 14, 2019, David Wise of Wise Wealth Management Group, LLC serves $145 Million in brokerage and advisory assets through LPL Financial.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact and Personal info' section above.For a list of states which I am registered to do business, please visit www.wisewealthmanagmentgroupllc.com
Trinity Wealth Management
View- Website:
- trinitywm.com
- Employees:
- 1
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Managing PartnerTrinity Wealth Management Jul 2023 - PresentGreensboro, North Carolina, United States
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Owner/Wealth Advisor At Wise Wealth Management Group, LlcWise Wealth Management Group, Llc Jan 2019 - Jun 2023Greensboro, Nc
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Cofounder & Financial AdvisorMarket Street Wealth Management Group, Llc May 2004 - Dec 2018Greensboro/Winston-Salem, North Carolina AreaSecurities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above.We are licensed in the following states: AL, AR, AZ, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MS, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI.
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Financial AdvisorW.S. Griffith Jan 1988 - Apr 2004Greensboro/Winston-Salem, North Carolina Area
David Wise Education Details
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Masters Of Science In Financial Services (Msfs) -
Cfp, Clu, Chfc
Frequently Asked Questions about David Wise
What company does David Wise work for?
David Wise works for Trinity Wealth Management
What is David Wise's role at the current company?
David Wise's current role is Managing Partner.
What schools did David Wise attend?
David Wise attended University Of North Carolina At Greensboro, The American College, Cfp, Clu, Chfc.
Who are David Wise's colleagues?
David Wise's colleagues are Gina Mccormick.
Not the David Wise you were looking for?
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David Wise
Managing Partner @ Wise Law Firm, Plc | Licensed In California, District Of Columbia, Maryland, Nevada, And VirginiaFairfax County, Va -
David Wise
Former Senior Finance Executive At Qualcomm Incorporated; Current Advisory Board MemberSan Diego, Ca -
David Wise
Charleston, South Carolina Metropolitan Area6avoxi.com, downetworks.com, avoxi.com, avoxi.com, downetworks.com, shiftnow.com4 +177093XXXXX
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3duncanauto.net, gmail.com, branchgroup.com -
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