Wendy Wilson
Wendy Wilson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Troy, MI, with 24 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
1301 W Long Lake Rd., Suite 107, Troy, MI, 48098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy is a branch owner at Southworth & Wilson, Inc., a support company/DBA, since 2014. She works as a financial advisor and registered principal, but dedicates minimal time to this outside business activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Southworth & Wilson Advisory CORP.
State Registrations23 states
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