Richard Wilson (CRD# 3056011) is an Investment Advisor Representative working at Pfg Advisors in Meridian, ID and has over 25 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Meridian, ID | Mar 2024 - Current | < 1 |
| Pfg Advisors | Meridian, ID | Mar 2024 - Current | < 1 |
| Ameriprise Financial Services, LLC | Boise, ID | May 2020 - Mar 2024 | 3 |
| First Interstate Bank | Bend, OR | Aug 2017 - May 2020 | 2 |
| Lpl Financial LLC | Bend, OR | Aug 2017 - May 2020 | 2 |
| Umpqua Investments, Inc. | Richland, OR | Apr 2015 - Aug 2017 | 2 |
| U.s. Bancorp Investments, Inc. | Richland, WA | Mar 2012 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- AZ
- ID
- MT
- TX
- WA
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Total Assets Under Management2,333MILLIONS
-
Total Number of Accounts11,752ACCOUNTS
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Average Account Value$198,543
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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