Terrell Wilson (CRD# 6212045) is an Investment Advisor Representative working at Edward Jones in Vernon Hills, IL and has over 10 years of experience in the finance industry.
CRD# 4846117
Hightower Advisors, LLC
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Vernon Hills, IL | Jan 2023 - Current | 1 |
| American United Life | Oakbrook Terrace, IL | Jan 2021 - Jan 2023 | 2 |
| Oneamerica Securities | Oakbrook Terrace, IL | Jan 2021 - Jan 2023 | 2 |
| Bank Financial, Na/thg Financial | Chicago Ridge, IL | Apr 2017 - Oct 2022 | 5 |
| Terrell Wilson Ministries | Maywood, IL | Jan 2015 - Oct 2022 | 7 |
| Cetera Investment Advisers LLC | Chicago Ridge, IL | Apr 2017 - Jan 2019 | 1 |
| Massmutual | Donwers Grove, IL | Jul 2016 - Mar 2017 | < 1 |
| Metlife Securities Inc. | Orland Park, IL | Aug 2015 - Jul 2016 | < 1 |
| Merrill Lynch/bank Of America, N.a. | Orland Park, IL | Aug 2008 - Aug 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2013 |
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- IL
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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