Martha Wilson (CRD# 6696077) is an Investment Advisor Representative working at Evolution Wealth Management Inc. in Fort Myers, FL and has 1 year of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evolution Wealth Management Inc. | Fort Myers, FL | Mar 2024 - Current | < 1 |
| Evolution Retirement Services | Fort Myers, FL | Nov 2023 - Current | < 1 |
| Ubs Financial Services Inc. | Fort Myers, FL | Jun 2023 - Oct 2023 | < 1 |
| Lee County - Human & Veteran Services | Fort Myers, FL | Jun 2023 - Jun 2023 | < 1 |
| Jpmorgan Securities LLC | Fort Myers, FL | Dec 2016 - May 2023 | 6 |
| Jp Morgan Chase Bank N.a | Fort Myers, FL | Sep 2015 - Dec 2016 | 1 |
| Jp Morgan Chase Bank N.a | Fort Myers, FL | Oct 2014 - Sep 2015 | < 1 |
| Unemployed | Tallahassee, FL | Jul 2014 - Sep 2014 | < 1 |
| Truist Bank | Tallahassee, FL | Feb 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- FL
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts394ACCOUNTS
-
Average Account Value$202,275
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL
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