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Brandon L Wilson

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
12,756 clients
Average Client Portfolio
$387K average
Assets Under Management
$4.9B

Fee Structure

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Location

1400 Urban Center Drive, Suite 475, Vestavia Hills, AL, 35242-2245

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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

Brandon is involved in several business ventures, including partnerships and ownership in real estate, trucking, a foundation, and a drug rehab recovery center, each requiring minimal time. He also works full-time as a Registered Rep for WFA and RFG Advisory LLC.

Employment History
Current Registrations
Rfg Advisory, LLC
May 2025 - Present · 9 mos
Private Client Services, LLCBroker
November 2024 - Present · 1 yr 3 mos
State Registrations2 states
LATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.