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237 Private Road 5991
Yantis, TX 75497
Phone: 903.474.6088
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About Us

  • Our Approach
  • Our Location
  • Our Team
  • Our Services
  • Where's My Tax Refund?
  • Tax & Accounting Services
  • Why Choose a CFP® Professional?
  • Our Code of Ethics and Standards of Care
  • Featured Links
  • Tell A Friend

About Us

  • Our Approach
  • Our Location
  • Our Team
  • Our Services
  • Where's My Tax Refund?
  • Tax & Accounting Services
  • Why Choose a CFP® Professional?
  • Our Code of Ethics and Standards of Care
  • Featured Links
  • Tell A Friend

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Contact Us

237 Private Road 5991
Yantis, TX 75497
Phone: 903.474.6088
Map and Directions

This is not a solicitation for sale of securities in any jurisdiction.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.

Following are the states in which David Wilson is securities-registered: GA, IL

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

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