Stephen Wilson
Stephen Wilson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Odessa, TX, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5000 E University, Ste 8, Odessa, TX, 79762
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is the owner of Community Wealth Advisors LLC, which he uses for managing business for both offices. He is also a committee member for the University of Texas, Permian Basin's Business Advisory Committee and owns Wilsonian Properties LLC, a rental real estate business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
First Financial Securities of America, INC.Broker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations21 states
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