Raylene Wilson, financial advisor Lacey WA
90 score

Raylene Wilson

CRD Number: 5982380
Current Firm: Lincoln Investment

Raylene Wilson (CRD# 5982380) is an Investment Advisor Representative working at Lincoln Investment in Lacey, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Planning, Inc. University Place, WA Sep 2011 - Current 5
Bonavenrure Lacey, WA Aug 2011 - Current 5
Bank Of America Lakewood, WA Sep 2007 - Jul 2011 3
Payless Chehalis, WA May 2007 - Oct 2007 < 1
Dairy Bar Inc. Chebalis, WA Sep 2005 - Jul 2007 1
Centralia Community College Centralia, WA Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Raylene J. Wilson
Phone Number: 215-887-8111
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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