Timothy Wilson
Timothy Wilson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Allen, TX, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
950 W Bethany Dr, Suite 440, Allen, TX, 75013
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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.
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Timothy is an officer and president of Logsdon Wilson Wealth Advisors LLC, a support company. He dedicates about half of his time to this business, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Linsco/private Ledger CORP.
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
State Registrations23 states
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