VW
CFP
VW
CFP

Virginia Wilson

4 Years of Experience
Mount Pleasant, SC
Broker

Virginia Wilson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mount Pleasant, SC, with 4 years of industry experience. Virginia 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

1040 Ewall St, Mount Pleasant, SC, 29464

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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

Virginia is a branch operations manager at Lowcountry Financial Group since 2019, spending full-time hours processing branch business and assisting advisors. She also offers pro-bono financial planning through the Foundation for Financial Planning, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
September 2021 - March 2024 · 2 yrs 6 mos
Jbj Investment Partners, LLC
October 2019 - December 2019 · 2 mos
State Registrations1 state
SC
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.