Christopher Wilson (CRD# 1909683) is an Investment Advisor Representative working at Prudential Financial Planning Services in Marlborough, MA and has over 34 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Marlborough, MA | Feb 2022 - Current | 2 |
| Prudential Insurance Company Of America | Marlborough, MA | Feb 2022 - Current | 2 |
| Mass Mutual Life Insurance Company | Colchester, VT | Dec 2020 - Feb 2022 | 1 |
| Mml Investors Services, LLC | Colchester, VT | Dec 2020 - Feb 2022 | 1 |
| Nylife Securities LLC | Colchester, VT | May 2018 - Dec 2020 | 2 |
| New York Life Insurance Company | Colchester, VT | Apr 2018 - Dec 2020 | 2 |
| Commodities Market | Shelburne, VT | Aug 2016 - Dec 2020 | 4 |
| Unemployed | Stamford, CT | Jul 2016 - Jul 2016 | < 1 |
| Oppenheimer & Company Inc. | Stamford, CT | Aug 2010 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
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- VT
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
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- Educational seminars/workshops
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