Joseph Wilson is a CFP-designated registered investment advisor, based in Tigard, OR, with 28 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold.
Location
9900 SW Greenburg Rd., Ste. 210, Tigard, OR, 97223
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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
Joseph is an independent insurance agent for various independent insurance companies, dedicating a few hours per week to this activity. He is also an advisory representative of an RIA, spending about half his time in this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Principal Funds Distributor, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Nations Financial Group, INC.Broker
Intersecurities, INC.Broker
Aegon USA Securities INC.Broker
State Registrations34 states
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
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