Timothy Wilson (CRD# 2503616) is an Investment Advisor Representative working at Wilson Advisors, LLC in Mechanicville, NY and has over 29 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wilson Advisors, LLC | Albany, NY | May 2007 - Current | 16 |
Mullintbg Advisory Services, LLC | Newport Beach, CA | Sep 2006 - Current | 17 |
M Holdings Securities, Inc. | Portland, OR | May 2006 - Current | 17 |
Tbg Advisory Services Corporation | Los Angeles, CA | Oct 2004 - Current | 19 |
Tbg Financial | Los Angeles, CA | Aug 2004 - Current | 19 |
Tbg Financial & Insurance Services, Corp. | Los Angeles, CA | Aug 2004 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1994 |
S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
- CA
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
CA, NY
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