Wilson Investment Services

Wilson Investment Services (CRD# 171157) is a financial advisory firm headquartered in , . They manage $6,350,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $186,765
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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 Services
Showing 1 - 1 of 1 top financial advisors.
1
Bret A. Wilson
CRD#: 3274285
Rockwall, TX
93
Wealthminder
score

Bret Wilson (CRD# 3274285) is an Investment Advisor Representative working at Wilson Investment Services in Rockwall, TX and has over 17 years of experience in the finance industry.

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