Robert Wilson, financial advisor Austin TX
88 score

Robert Wilson

CRD Number: 6290057
Current Firm: Transamerica Retirement Advisors, LLC

Robert Wilson (CRD# 6290057) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Austin, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Retirement Solutions Austin, TX Apr 2015 - Current 1
Transamerica Investors Securities Corporation Austin, TX Apr 2015 - Current 1
Charles Schwab & Company, Inc. Austin, TX Jan 2014 - Mar 2015 1
Velocity Electronics Austin, TX Jul 2013 - Jan 2014 < 1
Soccerplex Cedar Park Cedar Park, TX Sep 2011 - Jun 2013 1
Embassy Suites San Marcos, TX Oct 2010 - Mar 2012 1
Hilton Garden Inn New Braunfels, TX Aug 2010 - Nov 2010 < 1
Hampton Inn Seguin, TX Apr 2010 - Sep 2010 < 1
Texas State University San Marcos, TX Sep 2007 - Apr 2010 2
Telenetwork, Inc. San Marcos, TX Apr 2009 - Mar 2010 < 1
Conley Car Wash San Marcos, TX Aug 2008 - Mar 2009 < 1
Doubletree Hotel Austin, TX Feb 2008 - Sep 2008 < 1
Crate And Barrell San Marcos, TX May 2007 - Aug 2007 < 1
Texas State University San Marcos, TX Sep 2006 - Apr 2007 < 1
Mangia Pizza Austin, TX May 2006 - Aug 2006 < 1
Lifetime Fitness Austin, TX May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Robert D. Wilson
Phone Number: 866-368-0566
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,536
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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