Robert WilsonCRD Number: 3169745
Current Firm: Cetera Investment Advisers LLC
Robert Wilson (CRD# 3169745) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kalispell, MT and has over 17 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|Cetera Investment Services LLC||St.cloud, MN||Mar 2016 - Current||< 1|
|First Interstate Bank||Kalipsell, MT||Mar 2016 - Current||< 1|
|Cetera Investment Advisers LLC||Kalispell, MT||Mar 2016 - Current||< 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|
|Wells Fargo Investments,llc.||Spokane, WA||Feb 2003 - Jul 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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, VI, VT, WA, WI, WV
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