Joseph WilsonCRD Number: 5950116
Current Firm: Ast Investment Services, Inc.
Joseph Wilson (CRD# 5950116) is an Investment Advisor Representative working at Ast Investment Services, Inc. in Shelton, CT and has over 6 years of experience in the finance industry.
Scholtz & Co
Lpl Financial LLC
Springboard Asset Management LLC
|Prudential Annuities Distributors, Inc.||Dresher, PA||May 2012 - Current||5|
|Prudential Insurance Company Of America||Dresher, PA||May 2012 - Current||5|
|Hartford||Horsham, PA||Sep 2011 - May 2012||< 1|
|Axa Advisors LLC||New York, NY||Aug 2011 - Sep 2011||< 1|
|Unemployed||Doylestown, PA||May 2011 - Aug 2011||< 1|
|Bankers Life & Casualty||King Of Prussia, PA||Jan 2011 - Apr 2011||< 1|
|University Of Richmond||Richmond, VA||Jan 2010 - Dec 2010||< 1|
|Unemployed||Horsham, PA||Feb 2009 - Dec 2009||< 1|
|Nutrisystem, Inc.||Horsham, PA||Nov 2007 - Feb 2009||1|
|Cheapcaribbean.com||Doylestown, PA||Jun 2005 - Nov 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management125,925MILLIONS
Total Number of Accounts72ACCOUNTS
Average Account Value$1,748,952,551
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, IL, MA, MD, NJ, NM, OH, PA, SC, TN, TX, VA, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.