Donald Wilson
Donald Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Chehalis, WA, with 31 years of industry experience. Donald 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
Chehalis, WA
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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
Donald is an independent insurance agent selling fixed insurance products since 2007, dedicating a few hours per week to this activity. He also performs supervisory duties as an OSJ Delegate for WestStar Financial, taking about a quarter of his time, and is involved with Rotary International as a board member and vice president.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Gunnallen Financial, INCBroker
First Security Investments, INC.Broker
Woodbury Financial Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations13 states
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