Robert Wilson, financial advisor Kalispell MT
93 score

Robert Wilson

CRD Number: 3169745
Current Firm: Lpl Financial LLC

Robert Wilson (CRD# 3169745) is an Investment Advisor Representative working at Lpl Financial LLC in Kalispell, MT and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Kalispell, MT Oct 2016 - Current 1
First Interstate Bank Kalipsell, MT Mar 2016 - Current 2
Cetera Investment Advisers LLC Kalispell, MT Mar 2016 - Nov 2016 < 1
Cetera Investment Services LLC St.cloud, MN Mar 2016 - Nov 2016 < 1
Lpl Financial LLC Missoula, MT Sep 2014 - Mar 2016 1
Us Bank Richland, WA Aug 2012 - Aug 2014 2
Lpl Financial Charlotte, NC Oct 2010 - Sep 2012 1
Gesa Credit Union Richland, WA Oct 2010 - Jun 2011 < 1
Montana Rifle Company Kalispell, MT May 2010 - Jul 2010 < 1
Gesa Credit Union Pasco, WA Oct 2009 - Apr 2010 < 1
Cuso Financial Services, LP San Diego, CA Oct 2009 - Apr 2010 < 1
Linsco/private Ledger Corp. Kalispell, MT Jul 2007 - Oct 2009 2
First National Bank Of Montana Kalispell, MT Jul 2007 - Oct 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Robert G. Wilson
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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

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