Nancy R. 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.
Nancy Regan Wilson, who also goes by Nancy Lynn Regan, Nancy Regan Wilson Cfp, was a registered financial professional .
Nancy is a previously registered financial professional and started their career in finance in 1987. Nancy had worked at 18 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 24 and Series 39 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 6, 2026 - May 22, 2026
BLEY INVESTMENT GROUP, INC.
May 2, 2019 - January 8, 2026
D-MERC SERVICES
October 26, 2018 - May 31, 2019
CL WEALTH MANAGEMENT LLC
October 25, 2018 - May 31, 2019
CABOT LODGE SECURITIES LLC
September 7, 2018 - October 24, 2018
SANDLAPPER SECURITIES, LLC
May 11, 2010 - September 21, 2018
FINANCIAL WEST GROUP
May 10, 2010 - August 29, 2018
FINANCIAL WEST GROUP
May 3, 2010 - May 10, 2010
INDEPENDENT FINANCIAL GROUP, LLC
April 30, 2010 - May 10, 2010
INDEPENDENT FINANCIAL GROUP, LLC
August 10, 2006 - April 28, 2010
AFA ADVISOR SERVICES LLC
January 3, 2006 - April 28, 2010
AFA FINANCIAL GROUP, LLC
January 28, 2003 - December 31, 2005
PARTNERVEST SECURITIES, INC.
September 16, 2002 - January 30, 2003
PACIFIC WEST SECURITIES, INC.
February 26, 2000 - September 26, 2002
SPELMAN & CO., INC.
November 24, 1998 - September 26, 2002
SPELMAN & CO., INC.
November 16, 1998 - December 17, 1998
SENTRA SECURITIES CORPORATION
January 24, 1997 - November 16, 1998
UNITED PACIFIC SECURITIES, INC.
November 13, 1995 - December 31, 1996
SPECTRUM SECURITIES, INC.
August 9, 1990 - November 14, 1995
TITAN/VALUE EQUITIES GROUP, INC.
June 23, 1989 - July 31, 1990
PLANNED INVESTMENTS INC.
August 27, 1987 - June 30, 1989
PRIVATE SECURITIES NETWORK, INC.
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
BLEY INVESTMENT GROUP, INC.
CRD#: 26678 / SEC#: , 8-42701
Contact information
FINRA licenses (15 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
