Billy WisdomCRD Number: 1810908
Current Firm: Benjamin F. Edwards & Company, Incorporated
Billy Wisdom (CRD# 1810908) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 29 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Benjamin F. Edwards & Company Inc.||Clayton, MO||Jun 2009 - Current||8|
|Wachovia Securities Financial Network, Llc (11025)||Saint Louis, MO||Mar 2008 - Jun 2009||1|
|Wachovia Securities, Llc (19616)||Saint Louis, MO||Jan 2008 - Mar 2008||< 1|
|A. G. Edwards & Sons, Inc. (4)||Saint Louis, MO||Jul 1996 - Jan 2008||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
|S65||NASAA Investment Advisors Law Examination||Jan 1997|
Total Assets Under Management4,221MILLIONS
Total Number of Accounts17,796ACCOUNTS
Average Account Value$237,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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, VI, VT, WA, WI, WV