Ryan Wilson (CRD# 4955717) is an Investment Advisor Representative working at Wilson Financial Advisory Services in Roanoke, IN and has over 17 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 3175609
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield, IA | Nov 2018 - Current | 5 |
| Wilson Holding Llc Dba Wilson Financial Advisory Services | Columbia City, IN | Nov 2017 - Current | 6 |
| Signator Investors, Inc. | Columbia City, IN | May 2016 - Nov 2017 | 1 |
| Transamerica Financial Advisors, Inc. | Columbia City, IN | May 2005 - May 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- IN
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$153,846
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IN
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