ChooseAFinancialAdvisor.com
Advisors / Texas / Houston
22yrs

David A Tolson

Financial advisor at Arete Advisors

Houston, TX 77057Fiduciary advisor
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At a glance

Experience22 years (since 2004)
How that compares ?More experience than 71% of advisors in Texas
Office1800 Bering Dr. Suite 940, Houston, TX 77057
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Arete Advisors

Financial planningInvestment management for individuals and small businessesRetirement plan consulting

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. 2019 – now
    Arete AdvisorsCurrent firm
  2. 2016 – 2019
    LPL Financial LLCPreviously
  3. 2007 – 2016
    Northwestern Mutual Investment Services, LLCPreviously

Questions to ask David

Tailored to David’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About David

How do I contact David?

Call Arete Advisors at 832-910-8437 and ask for David A Tolson. David works from the Houston, TX office.

How long has David been a financial advisor?

David has been in the industry since 2004, about 22 years. More experience than 71% of advisors in Texas.

What licenses does David hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is David a fiduciary?

David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is David paid?

Arete Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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