Troy T. Wilson
WILSON WEALTH MANAGEMENT
Salt Lake City, UT 84106
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CRD#: 1191840
Professional summary
Troy Thomas Wilson, CFP® is a registered financial advisor currently at WILSON WEALTH MANAGEMENT, INC. located in Salt Lake City, Utah.
Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Troy has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Tax Planning
Inheritance
Retirement Planning
Retirement Income Management
Divorce Planning
Social Security Planning
Comprehensive Financial Planni...
Investment Planning
Elder Care
Small Business Planning
Business Succession Planning
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 09/11/2000: WILSON LAW OFFICES - Legal Services - NOT INV REL - At Reported Business Location(s) - LEGAL PRACTICE - 50% Time Spent
(2) 05/11/1995: WILSON-DEVEREAUX, L.C. - REAL ESTATE OWNERSHIP & MANAGEMENT - INV REL - At Reported Business Location(s) - 1/2 Hr/Mo; 0 Hours During Securities Trading
(3) 05/10/2011: ALL SEASONS RETREAT, LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - PROPERTY OWNERSHIP, MANAGEMENT & RENTAL - No Time Spent
(4) 05/16/2011: TMC FOOTHILL, LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - PROPERTY OWNERSHIP, MANAGEMENT & RENTAL - No Time Spent
(5) 03/09/2015: OakRidge Properties LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - Start 11/01/2014 - 1/2 Hr/Mo; 0 Hours During Securities Trading
(6) 07/28/2016: 9SQUARED LC - Real Estate Rental - INV REL - At Reported Business Location(s) - Start 07/01/2016 - PROPERTY OWNERSHIP, MANAGEMENT & RENTAL - 1/2 Hr/Mo; 0 Hours During Securities Trading
(7)INDEPENDENT INSURANCE AGENT - ACCIDENT AND HEALTH, LIFE SINCE 2002 - INV REL - 0 HOURS/MO; 0 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Troy Thomas Wilson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
June 19, 2018 - Present
WILSON WEALTH MANAGEMENT, INC.
Office #1: 1555 East Stratford Avenue Ste 100, Salt Lake City, UT 84106RIA
CRD#: 294731
Salt Lake City, UT
Past
February 25, 1992 - July 22, 2009
WILSON WEALTH MANAGEMENT, INC.
RIA
CRD#: 116509
SALT LAKE CITY, UT
Past
January 13, 1992 - June 18, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
SALT LAKE CITY, UT
Past
May 4, 1990 - June 18, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
SALT LAKE CITY, UT
Past
May 8, 1984 - May 7, 1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
September 21, 1983 - May 2, 1984
COVEY & CO., INC.
BD
CRD#: 4110
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(6/19/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WW
WILSON WEALTH MANAGEMENT, INC.
WILSON WEALTH MANAGEMENT, INC.
CRD#: 294731 / SEC#:
Utah
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Contact information
Main Address
1555 East Stratford Avenue Ste 100, Salt Lake City, UT 84106
Mailing Address
Phone number
(801) 467-5300
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 146 |
| AUM (Assets Under Management) | $ 66,173,043 |
Red Flags
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Company Information
WILSON WEALTH MANAGEMENT, INC.
CRD#: 294731Salt Lake City, UT 84106TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
