James Wilson
James Wilson is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Fayetteville, NC, with 43 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3007 Fort Bragg Road, Fayetteville, NC, 28303
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James works as an insurance agent, offering various insurance products including accident/health, disability income, traditional life, and property/casualty insurance since 2003. He also sells accident insurance, health insurance, group benefits, disability insurance, fixed annuities, health savings accounts, long-term care insurance, and traditional life insurance since 1980, taking about half of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Pruco Securities CorporationBroker
Nml Equity Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.