Victoria Wilson (CRD# 2981032) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Tucson, AZ and has over 26 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim, CA | Aug 2020 - Current | 3 |
| Geneos Wealth Management, Inc. | Tucson, AZ | Dec 2005 - Aug 2020 | 14 |
| Generation Financial LLC | Tucson, AZ | Dec 2005 - Aug 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- AZ
- IN
-
Total Assets Under Management5,212MILLIONS
-
Total Number of Accounts30,814ACCOUNTS
-
Average Account Value$169,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Market timing services
- Educational seminars/workshops
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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