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 5 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
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