Wilson Wealth Management Group, L. L. C.
Wilson Wealth Management Group, L. L. C. (CRD# 132912) is a financial advisory firm headquartered in Charlotte, NC. They manage $3,398,336 in 80 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$42,479
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Maurice Wilson (CRD# 4733669) is an Investment Advisor Representative working at Wilson Wealth Management Group, L. L. C. in Charlotte, NC and has over 12 years of experience in the finance industry.