Loretta Wilson, financial advisor Taos NM
93 score

Loretta Wilson

CRD Number: 5581596
Current Firm: Money Concepts Advisory Service

Loretta Wilson (CRD# 5581596) is an Investment Advisor Representative working at Money Concepts Advisory Service in Taos, NM and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Jun 2014 - Current 2
Mcdermott Investment Services Bethlehem, PA Apr 2014 - Jun 2014 < 1
Mcdermott Investment Advisors, LLC Mount Pleasant, SC Apr 2014 - Jun 2014 < 1
Cetera Advisors LLC El Segundo, CA Jan 2013 - Mar 2014 1
Multi-financial Securities Corporation Denver, CO Aug 2012 - Dec 2012 < 1
Cetera Advisors LLC Denver, CO Jan 2012 - Dec 2012 < 1
College Of Charleston Charleston, SC Jan 2010 - Dec 2012 2
Minnesota Life Insurance Company St Paul, MN Feb 2012 - Jul 2012 < 1
Commonwealth Finanial Group Daniel Island, SC Feb 2012 - Jul 2012 < 1
Securian Financial Services St Paul, MN Feb 2012 - Jul 2012 < 1
Mass Mutual Life Insurance Company Mt. Pleasant, SC Jan 2010 - Jan 2012 2
Mml Investors Services Inc. Mt. Pleasant, SC Jan 2010 - Jan 2012 2
Principal Life Insurance Co Charleston, SC Aug 2008 - Jan 2010 1
Princor Financial Services Corp Charleston, SC Aug 2008 - Jan 2010 1
Radford University Economics Dept Radford, VA Jun 1987 - Aug 2008 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Loretta S. Wilson
Phone Number: 561-472-2000
Registered State(s):
  • NM
  • SC
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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