William Wilson, financial advisor Johnson City TN
93 score

William Wilson

CRD Number: 5557256
Current Firm: Woodbury Financial Services, Inc.

William Wilson (CRD# 5557256) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Johnson City, TN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services Gray, TN Jun 2008 - Current 8
Crossbridge Capital Advisors Gray, TN May 2008 - Current 8
Danka Piney Flats, TN Oct 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
S63 Uniform Securities State Law Examination Aug 2008
Contact Info for William K. Wilson
Phone Number: 800-800-2638
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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