Wilson Reece (CRD# 7264384) is an Investment Advisor Representative working at Homrich Berg in Gallatin, TN and has 1 year of experience in the finance industry. Wilson Reece has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6608563
Edward Jones
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Homrich Berg | Atlanta, GA | Oct 2017 - Current | 6 |
| Dixon Hughes Goodman | Atlanta, GA | Aug 2015 - Sep 2017 | 2 |
| University Of Tennessee | Chatanooga, TN | Aug 2014 - Jul 2015 | < 1 |
| Ey | Nashville, TN | Jun 2014 - Jul 2014 | < 1 |
| Unemployed | Knoxville, TN | May 2014 - May 2014 | < 1 |
- GA
- TN
-
Total Assets Under Management15,199MILLIONS
-
Total Number of Accounts17,942ACCOUNTS
-
Average Account Value$847,135
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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