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Stuart Wilson

18 Years of Experience
Athens, AL
Broker

Stuart Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Athens, AL, with 18 years of industry experience. Stuart 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

201 West Green Street, Athens, AL, 35611

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stuart engages in sermon/public speaking for O'Neal Church of Christ. He also volunteers at Grace Hills Farms Zombie Paintball Hunt.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2019 - Present · 6 yrs 10 mos
Cetera Investment Services LLCBroker
January 2013 - Present · 13 yrs 6 mos
Previous Registrations
Bbva Compass Investment Solutions, INCBroker
May 2012 - January 2013 · 8 mos
Morgan Keegan & Company, INC.Broker
May 2010 - May 2012 · 2 yrs
AXA Advisors, LLCBroker
August 2007 - May 2010 · 2 yrs 9 mos
Edward JonesBroker
January 2006 - March 2006 · 2 mos
State Registrations14 states
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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.