Gregory Steven Wilson
Professional Summary
Gregory Steven Wilson is a registered financial advisor currently at VARIABLE INVESTMENT ASSOCIATES, INC. located in Tea, South Dakota. Gregory is registered as a RR (Registered Representative) and started their career in finance in 1984. Gregory has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
VARIABLE INVESTMENT ADVISORS, INC. | VARIABLE INVESTMENT ASSOCIATES, INC.
Contact Information
Main Address
750 E. 1st Street, Tea, SD 57064Mailing Address
750 E. 1st Street, Tea, SD 57064Phone Number
(605) 361-8230Established
South Dakota since 10/03/1997Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(2/29/2012)
(10/23/2019)
(7/13/1998)
(6/12/1998)
(7/8/2011)
(4/12/2013)
(2/4/2011)
(1/14/2004)
(3/2/2004)
(6/3/1998)
(11/2/1998)
(8/16/2010)
(5/5/2016)
(1/12/2010)
(1/10/2001)
(4/4/2001)
(6/9/2005)
(7/6/2009)
(6/4/2003)
(7/1/2004)
(8/6/2002)
(1/15/2003)
(7/21/2010)
(4/2/2003)
(5/22/2006)
(5/26/1998)
(6/15/2011)
(1/29/2007)
(5/26/1998)
(3/14/2011)
(7/8/2010)
(1/4/2006)
(8/17/1998)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1984About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 1987About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gregory Steven Wilson's CRS (Customer Relationship Summary).
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