Brian Wilson
Brian Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Roanoke, VA, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3100 Peters Creek Rd Ste F, Roanoke, VA, 24019
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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
Brian owns Wilson Insurance & Financial Services as an independent agent, managing day-to-day operations and selling fixed insurance products, securities, and investment products, dedicating full-time hours. He also serves as president of Southwest Virginia Hornets Softball, spending a few hours per week, and is a notary public, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mwa Financial Services, INC.Broker
Locust Street Securities, INC.Broker
State Registrations13 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.