AdvisorOS Directory
Claim Profile
Unclaimed Profile
MD

Michael James Davidson

WISDOM INDEX ADVISORS, LLC·PROSPER, Texas
Series 7, Series 66Clean record24 years registeredWISDOM INDEX ADVISORS, LLC
102 S. MAIN STREET, PROSPER, TX 75078CRD# 4547024Firm CRD# 132567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael James Davidson · PROSPER, TX
Registration
CRD #4547024 · WISDOM INDEX ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

WISDOM INDEX ADVISORS
Sep 2004 – present
INDEPENDENT ADVISERS GROUP CORP
Oct 2002 – Jul 2003
DALLAS, TX
JEFFERSON PILOT SECURITIES CORP
Jul 2002 – Aug 2004
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · July 9, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WISDOM INDEX ADVISORS, LLC
CRD 132567 · SEC 801-116762
AUM
$180M
Regulatory assets under management
Employees
3
631 client accounts
Services offered by WISDOM INDEX ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WISDOM INDEX ADVISORS, LLC →
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PROSPER?

Browse all registered financial advisors in PROSPER, Texas or claim this profile if it's yours.

Browse PROSPER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michael James Davidson offer?
Michael James Davidson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROSPER, Texas for a consultation.
What are Michael James Davidson's credentials?
Michael James Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Davidson located?
Michael James Davidson is based in PROSPER, Texas, working with WISDOM INDEX ADVISORS, LLC. Their office serves clients in the PROSPER metropolitan area and surrounding communities.
How does Michael James Davidson charge for services?
Michael James Davidson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WISDOM INDEX ADVISORS, LLC?
WISDOM INDEX ADVISORS, LLC has approximately 3 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in PROSPER, Texas

Andrew Louis Hickey
CLEAR SKY FINANCIAL, LP·PROSPER, TX
CFP
Matthew Mackenzie Clarke
WAY MAKER ADVISORS, LLC·PROSPER, TX
Randy Louis Smith
CLEAR SKY FINANCIAL, LP·PROSPER, TX
CFP
Beau R Follett
UNITED ADVISORS AMERICA CORPORATION·PROSPER, TX
John Wesley Paulson
CLEAR SKY FINANCIAL, LP·PROSPER, TX
Jonathan Michael Keith
WAY MAKER ADVISORS, LLC·PROSPER, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile