Stephen Wilson is a registered investment advisor, based in Bristol, TN, with 20 years of industry experience.
Location
1280 Volunteer Pkwy, Bristol, TN, 37620
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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
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.Broker
June 2009 - January 2018 · 8 yrs 7 mos
Bb&t Investment Services, INC.
June 2009 - January 2018 · 8 yrs 7 mos
Ftb Advisors, INC.
May 2006 - September 2008 · 2 yrs 4 mos
First Tennessee Brokerage, INC.Broker
May 2006 - September 2008 · 2 yrs 4 mos
Pruco Securities, LLC.Broker
August 2004 - March 2006 · 1 yr 7 mos
State Registrations9 states
FLGAKYMDNCSCTNVAWV
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.