Kermit WilsonCRD 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.
Schuessler & Company
Lipscomb Investment Group, LLC
Cambridge Investment Research Advisors, Inc.
|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|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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)
- Market timing services
- 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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