Brian WilsonCRD Number: 4444599
Current Firm: Providence Investment Management, LP
Brian Wilson (CRD# 4444599) is an Investment Advisor Representative working at Providence Investment Management, LP in Providence, RI and has over 16 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Providence Investment Management, LLC||Providence, RI||Jun 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2001|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
Total Assets Under Management1,624MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$405,964,471
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)