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Clinton Wilson

28 Years of Experience
Naples, FL
1 DisclosureBroker

Clinton Wilson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Naples, FL, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5495 Bryson Drive, Suite 421, Naples, FL, 34109

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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
February 2003
Settled
Other Business Activities

Clinton is involved in several rental real estate activities, including Bryson Realty, LLC, Macosha LLC, and Pipecone LLC, dedicating minimal time to each. He is also the President of Smart Assets Management, Inc., a support company, spending a few hours per week on this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 16 yrs 11 mos
Raymond James Financial Services, INC.Broker
August 2000 - Present · 25 yrs 9 mos
Previous Registrations
Raymond James Financial Services
April 2004 - October 2009 · 5 yrs 6 mos
Raymond James Financial Services
October 2001 - December 2003 · 2 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
June 2000 - August 2000 · 2 mos
Dain Rauscher IncorporatedBroker
March 1998 - July 2000 · 2 yrs 4 mos
Dain Rauscher IncorporatedBroker
November 1997 - March 1998 · 4 mos
State Registrations36 states
ALARCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMONCNDNENHNJNYOHORPASCTNTXVAVTWAWI
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.
Clinton Wilson - Financial Advisor | TrueAdvisor