Scott Wilson, financial advisor Saint Peters MO

Scott Wilson

CRD Number: 2139290
Current Firm: Commonwealth Financial Network

Scott Wilson (CRD# 2139290) is an Investment Advisor Representative working at Commonwealth Financial Network in Saint Peters, MO and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network San Diego, CA Sep 2016 - Current 7
Compass Financial St. Peters, MO Sep 2016 - Current 7
U.s. Bancorp Investments, Inc. Saint Peters, MO Mar 2012 - Sep 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1993
Contact Info for Scott J. Wilson
Phone Number: 781-736-0700
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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