Wilson Investment Advisory Services, LLC

Wilson Investment Advisory Services, LLC (CRD# 133771) is a financial advisory firm headquartered in Dallas, TX. They manage $25,360,537 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $228,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

TX

Financial Advisors at Wilson Investment Advisory Services, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.