Robert Wilson
Robert Wilson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lake Oswego, OR, with 26 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5885 Meadows Road, Ste 125, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
Robert has 100% ownership in Laclajo Holdings Inc, 810 Center St LLC, Rodney Rental LLC, and rental property, and 20% ownership in Willamette Cascade Wealth Management LLC. He dedicates full-time hours to Laclajo Holdings Inc and Willamette Cascade Wealth Management LLC, and minimal time to 810 Center St LLC and Rodney Rental LLC.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Salomon Smith Barney INC.Broker
Columbia Financial Center IncorporatedBroker
State Registrations27 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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