Barry WilsonCRD Number: 1979788
Current Firm: H.d. Vest Advisory Services, Inc.
Barry Wilson (CRD# 1979788) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Sanford, NC and has over 28 years of experience in the finance industry.
Hornor, Townsend & Kent, Inc.
Portfolio Medics, LLC
|H.d. Vest Advisory Services||Sanford, NC||Mar 1995 - Current||22|
|H.d. Vest Investment Services||Sanford, NC||Jan 1991 - Current||27|
|Professional Adv. Svcs.||Pinehurst, NC||Apr 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
|S65||NASAA Investment Advisors Law Examination||Dec 1994|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- 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)
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