Catherine Wilson
Catherine Wilson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Amarillo, TX, with 40 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6201 Hillside, Amarillo, TX, 79109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine is doing business as C. S. Wilson & Associates Financial Advisors since 2013. She is also a notary public since 1994 and spends minimal time on this. Additionally, Catherine works as a financial professional for a credit union, receiving client referrals and dedicating a few hours per week to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Integrated Resources Equity CorporationBroker
State Registrations20 states
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