Brian Wilson is a registered investment advisor, based in Tulsa, OK, with 23 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Tulsa, OK
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Nylife Distributors LLC
May 2018 - Present · 8 yrs 5 mos
New York Life Investment Management LLC
May 2018 - Present · 8 yrs 5 mos
Nylife Distributors LLCBroker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Lord, Abbett & CO. LLC
April 2004 - May 2018 · 14 yrs 1 mo
Lord Abbett Distributor LLCBroker
August 2003 - May 2018 · 14 yrs 9 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
More Advisors
- Jonathan Pixley, CFPRealm Financial Planning
- Eugene Smith, CFPChartmark Investments, INC.
- Daniel Beutel, CFPCouncil Oak Wealth Advisors
- Charles Craig, CFPC.E.C. Wealth Management
- Nicholas Rostykus, CFPOnedigital
- Lydia Carnett, CFPThe Legacy Financial Group, INC.