Michael WilsonCRD Number: 5546486
Current Firm: H.d. Vest Advisory Services, Inc.
Michael Wilson (CRD# 5546486) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Pittsburgh, PA and has over 9 years of experience in the finance industry.
Wealthcare Capital Management LLC
Nfp Advisor Services, LLC
Mcmahon Financial Advisors, LLC
|Hd Vest Insurance||Irving, TX||Jul 2014 - Current||3|
|H. D. Vest Advisory Services||Pittsburgh, PA||Feb 2013 - Current||5|
|Hd Vest Investment Services Inc.||Pittsburgh, PA||Jun 2008 - Current||9|
|Donnelly-boland & Associates||Pittsburgh, PA||Dec 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV, WY
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