Terrence Wilson (CRD# 4883545) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 19 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak Family Advisors, LLC | Chicago, IL | Dec 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- IL
- TX
-
Total Assets Under Management496MILLIONS
-
Total Number of Accounts793ACCOUNTS
-
Average Account Value$625,221
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, IL, MI, NC, NE, TX
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