Wilson Investment Services
Wilson Investment Services (CRD# 171157) is a financial advisory firm headquartered in , . They manage $12,643,775 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wilson Investment Services
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts45ACCOUNTS
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Average Account Value$280,973
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Wilson Investment Services
1
Bret Wilson (CRD# 3274285) is an Investment Advisor Representative working at Wilson Investment Services in Rockwall, TX and has over 24 years of experience in the finance industry.
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