Robert Wilson (CRD# 4642068) is an Investment Advisor Representative working at Triad Advisors, LLC in Albany, GA and has over 20 years of experience in the finance industry.
CRD# 2984227
Wells Fargo Advisors
CRD# 5323752
Kingsmark Private Financial Advisors, LLC
CRD# 1948480
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors, Inc. | Norcross, GA | Jan 2017 - Current | 7 |
| Sandefur & Associates, LLC | Albany, GA | Sep 2012 - Current | 11 |
| Nylife Securities | Macon, GA | May 2003 - Jan 2017 | 13 |
| New York Life | Macon, GA | Mar 2003 - Jan 2017 | 13 |
| Eagle Strategies | Albany, GA | Apr 2005 - Dec 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2003 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
- AL
- CO
- FL
- GA
- KY
- NM
- NC
- OH
- SC
- TX
- VA
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Total Assets Under Management1,106MILLIONS
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Total Number of Accounts4,228ACCOUNTS
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Average Account Value$261,636
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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