Wilson Investment Services

Wilson Investment Services (CRD# 171157) is a financial advisory firm headquartered in , . They manage $12,643,775 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/wilson-investment-services-llc/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $280,973
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Wilson, financial advisor Rockwall TX
Bret A. Wilson
CRD#: 3274285
Rockwall, TX

Bret Wilson (CRD# 3274285) is an Investment Advisor Representative working at Wilson Investment Services in Rockwall, TX and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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