Adam Wilson (CRD# 7542056) is an Investment Advisor Representative working at Wilson Wealth Stewardship in Macon, GA and has over 2 years of experience in the finance industry.
CRD# 4286283
Patton Albertson Miller Group, LLC
CRD# 2507388
Cfs Wealth Management
CRD# 1257428
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wilson Wealth Stewardship | Stockbridge, GA | Jan 2019 - Current | 5 |
| Full-time Student | Macon, GA | Aug 2018 - Dec 2021 | 3 |
| Kathy's Cleaning Company | Lizella, GA | Nov 2013 - May 2019 | 5 |
| Full-time Student | Macon, GA | Aug 2014 - May 2018 | 3 |
| Full-time Student | Macon, GA | Jun 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- FL
- GA
- TX
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts296ACCOUNTS
-
Average Account Value$121,595
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, TX
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