William Wilson (CRD# 1370065) is an Investment Advisor Representative working at Reap In Wealth Management, LLC in Los Angeles, CA and has over 37 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eddie Patel, Inc. | Los Angeles, CA | Aug 2021 - Current | 2 |
| Wilson Financial Group, Inc. | Los Angeles, CA | Aug 2021 - Current | 2 |
| Reap In Wealth Management, LLC | Palm Coast, FL | Jun 2019 - Current | 4 |
| J.d. Mellberg Financial, LLC | Tucson, AZ | Feb 2016 - Current | 8 |
| Wilson Financial Group | Los Angeles, CA | May 1982 - Current | 41 |
| Reap In Wealth Management, LLC | Los Angeles, CA | Jun 2019 - Aug 2021 | 2 |
| Secure Investment Management, LLC | Los Angeles, CA | Jul 2018 - Jun 2019 | < 1 |
| Southport Capital, Inc. | Los Angeles, CA | Jan 2017 - Jan 2018 | 1 |
| Secure Investment Management, LLC | Los Angeles, CA | Dec 2015 - Jan 2017 | 1 |
| Carey Limousine La, Inc. | Culver, CA | Feb 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management33MILLIONS
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Total Number of Accounts283ACCOUNTS
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Average Account Value$117,769
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CA, FL, GA, IL
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