Robert WilsonCRD 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.
Stack Financial Management Inc.
Ascendall Financial Strategies, P.c.
|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|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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, WY
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