Robert Wilson, financial advisor Middleton MA

Robert Wilson

CRD Number: 2201750
Current Firm: Ameriprise Financial Services, LLC

Robert Wilson (CRD# 2201750) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middleton, MA and has over 32 years of experience in the finance industry. Robert Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services LLC Middleton, MA Sep 2021 - Current 2
Avantax Advisory Services Haverhill, MA Jul 1993 - Sep 2021 28
Avantax Investment Services, Inc. Haverhill, MA Dec 1991 - Sep 2021 29
Robert Wilson & Company, Inc. Haverhill, MA Jan 1977 - Sep 2021 44
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Robert T. Wilson
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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