Beau Wilson (CRD# 5646379) is an Investment Advisor Representative working at Edward Jones in Ville Platte, LA and has over 2 years of experience in the finance industry.
CRD# 2689932
Lifemark Securities Corp.
CRD# 6159129
Avantax Advisory Services
CRD# 4229477
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Oct 2021 - Current | 2 |
| Town Of Washington | Washington, LA | Jan 2015 - Current | 9 |
| Louisiana Valve Source | Youngsville, LA | Aug 2018 - Oct 2021 | 3 |
| Dupre Carrier Godchaux | Opelousas, LA | Aug 2017 - Jun 2018 | < 1 |
| Enquiro | Lafayette, LA | Feb 2017 - Apr 2017 | < 1 |
| Unemployed | Washington, LA | Oct 2016 - Feb 2017 | < 1 |
| Cameron, A Schlumberger Company | Ville Platte, LA | Sep 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- LA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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