Joel Wilsford, financial advisor Gainesville GA

Joel Wilsford

CRD Number: 6684773
Current Firm: Fiduciary Capital, Inc.

Joel Wilsford (CRD# 6684773) is an Investment Advisor Representative working at Fiduciary Capital, Inc. in Gainesville, GA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fiduciary Capital, Inc. Gainesville, GA Oct 2018 - Current 3
Trillium Solutions, LLC Gainesville, GA Jan 2017 - Current 4
Richlife Advisors, LLC Gainesville, GA Jul 2014 - Current 7
Fiduciary Capital, Inc. Gainesville, GA Jul 2016 - Dec 2016 < 1
Trillium Capital Investments, LLC Lawrenceville, GA Jul 2001 - Dec 2016 15
In2it Entertainment Mgt., LLC Thousand Oaks, CA Jan 2012 - Dec 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for Joel K. Wilsford
Phone Number: 770-249-7424
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $26,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

GA

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