Kermit Wilson, financial advisor Auburn AL
96 score

Kermit Wilson

CRD Number: 1009429
Current Firm: Cambridge Investment Research Advisors, Inc.

Kermit Wilson (CRD# 1009429) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Auburn, AL and has over 20 years of experience in the finance industry. Kermit Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2017 - Current 1
Cambridge Investment Research, Inc. Fairfield, IA Feb 2017 - Current 1
Signator Investors, Inc. Auburn, AL May 2016 - Feb 2017 < 1
Transamerica Financial Advisors, Inc. Auburn, AL Sep 2009 - Feb 2017 7
Intersecurities, Inc. Auburn, AL Apr 1991 - Sep 2009 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
Contact Info for Kermit Wilson
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    28,722
    MILLIONS
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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