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Barbara Wilson

22 Years of Experience
Vienna, WV
Broker

Barbara Wilson is a registered investment advisor at Raymond James & Associates, INC., based in Vienna, WV, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

813 Grand Central Avenue, Vienna, WV, 26105

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Barbara is an assistant coach for a competition cheerleading team, starting in 2015. She dedicates about a quarter of her time to coaching and attending competitions.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2015 - Present · 11 yrs 8 mos
Raymond James & Associates, INC.
January 2015 - Present · 11 yrs 8 mos
Raymond James & Associates, INC.Broker
January 2015 - Present · 11 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2014 · 5 yrs 11 mos
Raymond James Financial Services
August 2006 - January 2009 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
July 2003 - December 2014 · 11 yrs 5 mos
State Registrations2 states
OHWV
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.
Barbara Wilson - Financial Advisor | TrueAdvisor