Todd WilsonCRD Number: 6069637
Current Firm: First Allied Advisory Services, Inc.
Todd Wilson (CRD# 6069637) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Granite Bay, CA and has over 5 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Edward Jones||St Louis, MO||May 2012 - Current||5|
|Unemployed||Granite Bay, CA||Jan 2010 - May 2012||2|
|Wilson Resources||Granite Bay, CA||Feb 1994 - Dec 2009||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management4,440MILLIONS
Total Number of Accounts26,339ACCOUNTS
Average Account Value$168,585
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV