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Darryl Wilson

Cetera Investment Advisers LLC
26 Years of Experience
Birmingham, AL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Darryl Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Birmingham, AL, with 26 years of industry experience. Darryl is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

1000 Providence Park, Suite 250, Birmingham, AL, 35242

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History

Regulatory History (1)
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Regulatory
December 2010
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Darryl conducts his securities, life, and annuity insurance business through Provident Partners LLC, dedicating nearly full-time hours to this. He also maintains life insurance appointments and spends minimal time as a tax preparer.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Concourse Financial Group Advisors
February 2010 - February 2025 · 15 yrs
Concourse Financial Group Securities, INC.Broker
February 2010 - February 2025 · 15 yrs
First Legacy Securities, LLCBroker
September 2008 - February 2010 · 1 yr 5 mos
First Legacy Securities, LLC
September 2008 - February 2010 · 1 yr 5 mos
Sunset Financial Services, INC.
June 2005 - September 2008 · 3 yrs 3 mos
Sunset Financial Services, INC.Broker
June 2005 - September 2008 · 3 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2002 - June 2005 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2002 - June 2005 · 2 yrs 10 mos
Prudential Securities Incorporated
June 2000 - August 2002 · 2 yrs 2 mos
Prudential Securities IncorporatedBroker
May 2000 - August 2002 · 2 yrs 3 mos
State Registrations4 states
ALFLGATN
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.
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