Wilson Financial Group, LLC

Wilson Financial Group, LLC (CRD# 152097) is a financial advisory firm headquartered in Suwanee, GA. They manage $17,655,383 in 167 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $105,721
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Wilson Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey E. Wilson
CRD#: 5112365
1325 Satellite Blvd., Suite 103, Suwanee, GA 30024
96
Wealthminder
score

Jeffrey Wilson (CRD# 5112365) is an Investment Advisor Representative working at Wilson Financial Group, LLC in Suwanee, GA and has over 10 years of experience in the finance industry. Jeffrey Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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