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Darryl Wilson

25 Years of Experience
Birmingham, AL
1 DisclosureBrokerSells Insurance

Darryl Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Birmingham, AL, with 25 years of industry experience. Darryl 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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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
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 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 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.
Darryl Wilson - Financial Advisor | TrueAdvisor