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Robert Wilson

Wells Fargo Advisors
32 Years of Experience
Annapolis, MD
1 DisclosureBroker
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Robert Wilson is a registered investment advisor at Wells Fargo Advisors, based in Annapolis, MD, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1997 Annapolis Exchange Pkwy, Annapolis, MD, 21401

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 1999
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert has a 20% ownership in Private Wealth Partners LLC since 2005, dedicating full-time hours to it. He also serves as a co-trustee for Finet 401k since 2017, spending minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2005 - Present · 20 yrs 5 mos
Wells Fargo Advisors
December 2005 - Present · 20 yrs 5 mos
Previous Registrations
Legg Mason Wood Walker INC
March 2003 - January 2006 · 2 yrs 10 mos
Legg Mason Wood Walker, IncorporatedBroker
March 2003 - January 2006 · 2 yrs 10 mos
Royal Alliance Associates, INC.Broker
January 1996 - March 2003 · 7 yrs 2 mos
The Scarborough Group, INC.
February 1995 - March 2003 · 8 yrs 1 mo
Retirement Investment GroupBroker
August 1993 - December 1995 · 2 yrs 4 mos
State Registrations44 states
ALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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