James Wilson
James Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Daniel Island, SC, with 1 years of industry experience. James 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
Firm Size
IM Fee
Assets Under Management
Location
225 Seven Farms Drive, Suite 106, Daniel Island, SC, 29492
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works as a financial advisor for Commonwealth Financial Group, dedicating about a quarter of his time to this role. He also works as a housing coordinator for Wild Dune Resort, spending about 10-20% of his time overseeing employee temporary housing.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations15 states
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