SW
CFP
SW
CFP

Scott Wilson

7 Years of Experience
Malibu, CA

Scott Wilson is a CFP-designated registered investment advisor, based in Malibu, CA, with 7 years of industry experience.

Location

24955 Pacific Coast Highway, Malibu, CA, 90265

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History

Regulatory History
Clean regulatory record

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

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Employment History
Previous Registrations
Integrity Financial Corporation
November 2023 - December 2025 · 2 yrs 1 mo
Forbes Investment Management
March 2016 - November 2020 · 4 yrs 8 mos
State Registrations1 state
WY
Advisor

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.