Vincent WilsonCRD Number: 1933243
Current Firm: Wilbanks Securities Advisory
Vincent Wilson (CRD# 1933243) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Aurora, CO and has over 21 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Wilbanks Securities Advisory||Oklahoma City, OK||Oct 2015 - Current||2|
|Wilbanks Securities, Inc.||Oklahoma City, OK||Oct 2015 - Current||2|
|Wells Fargo Advisors, LLC||Greenwood Village, CO||May 2013 - Oct 2015||2|
|Bbva Securities Inc.||Denver, CO||May 2013 - May 2013||< 1|
|Bbva Wealth Solutions Inc.||Houston, TX||Oct 2010 - May 2013||2|
|St. Johns Investment Management Company||Greenwood Village, CO||Jun 2010 - Oct 2010||< 1|
|Bbva Compass Investment Solutions, Inc.||Denver, CO||Apr 2010 - Jun 2010||< 1|
|Compass Bank||Denver, CO||Mar 2010 - Apr 2010||< 1|
|1st Global Advisors, Inc.||Aurora, CO||Oct 2009 - Feb 2010||< 1|
|1st Global Capital Corp.||Aurora, CO||Jun 2008 - Feb 2010||1|
|Unemployed||Centennial, CO||Oct 2007 - Jun 2008||< 1|
|Envestnet Asset Management, Inc.||Denver, CO||May 2006 - Oct 2007||1|
|Portfolio Brokerage Services, Inc.||Denver, IL||May 2006 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1997|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management137MILLIONS
Total Number of Accounts750ACCOUNTS
Average Account Value$182,667
- 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
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MD, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, VT, WV
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