Timothy Wilson, financial advisor Mechanicville NY

Timothy Wilson

CRD Number: 2503616
Current Firm: Wilson Advisors, LLC

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.

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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
Contact Info for Timothy J. Wilson
Phone Number: 518-982-1040
Registered State(s):
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NY

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