Douglas Wilson, financial advisor Jupiter FL

Douglas Wilson

CRD Number: 2077457
Current Firm: Charles Schwab & Company, Inc.

Douglas Wilson (CRD# 2077457) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Jupiter, FL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Jupiter, FL Dec 2009 - Current 14
Charles Schwab Bank, Ssb Jupiter, FL Dec 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S65 NASAA Investment Advisors Law Examination Sep 1997
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Douglas B. Wilson
Phone Number: 415-667-7000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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