CW
CW

Christopher Wilson

9 Years of Experience
Winston Salem, NC
Broker

Christopher Wilson is a registered investment advisor, based in Winston Salem, NC, with 9 years of industry experience.

Location

215 Harvey Street, Winston Salem, NC, 27103

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History

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.

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Other Business Activities

Christopher works as a licensed banker for Pinnacle Asset Management and Pinnacle Bank/Pinnacle Financial Partners since 2021, dedicating about 10-20% of his time to each. While the role at Pinnacle Bank/Pinnacle Financial Partners is investment-related, the role at Pinnacle Asset Management is not.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2021 - Present · 4 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2016 - May 2021 · 4 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - May 2021 · 4 yrs 8 mos
State Registrations1 state
NC
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.
Christopher Wilson - Financial Advisor | TrueAdvisor