Stephen WilsonCRD Number: 5921615
Current Firm: Citizens Securities, Inc.
Stephen Wilson (CRD# 5921615) is an Investment Advisor Representative working at Citizens Securities, Inc. in Wakefield, RI and has over 6 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Lansdowne Wealth Management, LLC
Balanced Wealth Management, LLC
|Cco Investment Services Corp||Wakefield, RI||Apr 2013 - Current||4|
|Nylife Securities LLC||Providence, RI||Apr 2011 - Apr 2013||2|
|Surgicare Inc.||Waltham, MA||Apr 2006 - Apr 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S65||NASAA Investment Advisors Law Examination||Apr 2013|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, 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