Owen Wilson is a registered investment advisor, based in Naples, FL, with 14 years of industry experience.
Location
801 Laurel Oak Dr, Fl 2, Naples, FL, 34108-2748
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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.Broker
February 2021 - Present · 5 yrs 5 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLC
August 2018 - February 2021 · 2 yrs 6 mos
Bb&t Securities, LLCBroker
August 2018 - February 2021 · 2 yrs 6 mos
UBS Financial Services INC.Broker
June 2016 - August 2018 · 2 yrs 2 mos
UBS Financial Services INC.
June 2016 - August 2018 · 2 yrs 2 mos
Highland Capital Funds Distributor, INC.Broker
November 2014 - June 2016 · 1 yr 7 mos
USAA Financial Planning Services
September 2013 - November 2014 · 1 yr 2 mos
USAA Financial Advisors, INC.Broker
August 2013 - November 2014 · 1 yr 3 mos
AXA Advisors, LLCBroker
September 2011 - March 2013 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.