James Wilson
James Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Philadelphia, PA, with 17 years of industry experience. James 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
530 Walnut Street, Suite 1180, Philadelphia, PA, 19106
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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 owns MC Wealth Management, LLC, providing financial services to clients, dedicating nearly full-time hours to this. He is also a partner at Macalpine Carll & Co LLC, a CPA firm, spending nearly full-time hours overseeing tax, auditing, and accounting functions, and is licensed to sell life and health insurance through Avantax Insurance Agency, but does not currently dedicate any time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Capital CORP.Broker
1st Global Advisors INC
Victory Asset Management CO INC
State Registrations7 states
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