Dorothy Wilson
Dorothy Wilson is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Spring Lake Heights, NJ, with 24 years of industry experience. Dorothy 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
Firm Size
IM Fee
Assets Under Management
Location
2022 Route 71, Suite 104, Spring Lake Heights, NJ, 07762
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dorothy owns Dorothy A Wilson, CPA, providing accounting and tax services, and also operates W Squared, an online retail sales business. She also sells Medicare supplemental insurance and is a notary public, and is the executor for a family member's estate; the CPA work takes about a quarter of Dorothy's time, while the other activities take minimal time.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Genworth Financial Securities CorporationBroker
Genworth Financial Advisers Corporation
C.J.M. Asset Management, LLC
C. J. M. Planning CORP.Broker
State Registrations11 states
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