Advisor at Aries Investments, LLC
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Firm
Aries Investments, LLC
Location
Lakeland, TN 38002
Credentials
Series 65
Industry experience
< 1 year
David Wilkins is a financial advisor at Aries Investments, LLC in Lakeland, Tennessee, holding a Series 65 designation with no prior industry experience. He has a background that includes roles at St. Jude Children's Research Hospital and the Institute of Human Virology. Outside of advisory work, he serves as CEO of Aries Legacy Group, LLC, a business management consulting and retail operations firm. Aries Investments provides financial planning, portfolio management, retirement plan advisory, and pension consulting services to a diverse client base including individuals, trusts, estates, and various institutional entities. The firm employs a rules-based ETF strategy with risk profiling and due diligence processes, operating primarily through Charles Schwab custodial accounts.
$1,500 - $5,000 flat fee for comprehensive financial plans
Maximum fee of 0.9% annually, charged quarterly in arrears
$150 - $300 per hour for financial planning services
3995 Loch Meade Dr.
Lakeland, TN 38002
Tennessee
St. Jude Children's Research Hospital
2023 - Present (3 years)
Aries LEgacy Group, LLC
2023 - 2023 (1 year)
Institute of Human Virology
2003 - 2023 (20 years)
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Other specialized services
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