TW
TW

Timothy Wilson

27 Years of Experience
Mechanicville, NY

Timothy Wilson is a registered investment advisor at Wilson Advisors, LLC, based in Mechanicville, NY, with 27 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 40 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

One-Time Plan:$5,000 - $30,000
Hourly Rate:$300 - $600/hr
Loading...

Location

Mechanicville, NY

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Wilson Advisors, LLC
August 2007 - Present · 18 yrs 9 mos
Previous Registrations
Mullin Tbg Advisory Services, LLC
November 2006 - September 2007 · 10 mos
Tbg Advisory Services Corporation
December 2005 - April 2007 · 1 yr 4 mos
The Ayco Company,l.p.
December 1997 - October 2004 · 6 yrs 10 mos
State Registrations2 states
CANY
Advisor

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.