William J. Wilson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Joe Wilson, who also goes by William J Wilson, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1985. William had worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 2, 2015 - October 19, 2021
CHURCHILL MANAGEMENT GROUP
December 18, 2001 - December 19, 2002
LPL FINANCIAL LLC
November 8, 2001 - December 6, 2001
OSAIC FS, INC.
October 25, 1985 - October 16, 1996
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CHURCHILL MANAGEMENT GROUP
CRD#: 109651 / SEC#: 801-4211
Contact information
Regulatory assets under management
| Total Number of Accounts | 20,501 |
| AUM (Assets Under Management) | $ 10,083,906,150 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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