Anne Wilson (CRD# 5992331) is an Investment Advisor Representative working at Missionsquare Retirement in Dublin, OH and has over 10 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Icma-rc | Washington, DC | Jul 2016 - Current | 7 |
| Gjp Realty | Columbus, OH | May 2010 - Current | 13 |
| Six Foot Blonde Band | Columbus, OH | Sep 2009 - Current | 14 |
| Valiant Investments | Columbus, OH | Jun 2000 - Current | 23 |
| Nationwide | Columbus, OH | Jun 2011 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
| S63 | Uniform Securities State Law Examination | Aug 2013 |
- KY
- OH
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Total Assets Under Management668MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$668,171,497
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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