Matthew Wilson (CRD# 5294710) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Birmingham, AL and has over 16 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Birmingham, AL | Mar 2024 - Current | < 1 |
| Lpl Financial LLC | Birmingham, AL | Feb 2018 - Mar 2024 | 6 |
| Invest Financial Corporation | Tampa, FL | Feb 2017 - Feb 2018 | 1 |
| Pruco Securities, LLC | Birmingham, AL | Mar 2015 - Feb 2017 | 1 |
| The Prudential Insurance Company Of America | Birmingham, AL | Mar 2015 - Feb 2017 | 1 |
| Invest Financial Corp. | Tampa, FL | Sep 2010 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- AL
- CA
- FL
- GA
- NC
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Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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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