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NW

Nancy R. Wilson

BLEY INVESTMENT GROUP
Fort Worth, TX 76116
Some features on this profile are disabled
CRD#: 1708404
NW

Professional summary

Nancy Regan Wilson, who also goes by Nancy Lynn Regan, Nancy Regan Wilson Cfp, is a registered financial professional currently at BLEY INVESTMENT GROUP, INC. located in Fort Worth, Texas.

Nancy is registered as a RR (Registered Representative) and started their career in finance in 1987. Nancy has 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

Are you a "fiduciary"?
No

Aliases

Nancy Lynn Regan | Nancy Regan Wilson Cfp

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Nancy Regan Wilson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 6, 2026 - Present

BLEY INVESTMENT GROUP, INC.

Office #1: 6300 Ridglea Place Suite 508, Fort Worth, TX 76116
BD
CRD#: 26678
Fort Worth, TX
Past

May 2, 2019 - January 8, 2026

D-MERC SERVICES

BD
CRD#: 292310
Cool, CA
Past

October 26, 2018 - May 31, 2019

CL WEALTH MANAGEMENT LLC

RIA
CRD#: 134922
Sebastopol, CA
Past

October 25, 2018 - May 31, 2019

CABOT LODGE SECURITIES LLC

BD
CRD#: 159712
Sebastopol, CA
Past

September 7, 2018 - October 24, 2018

SANDLAPPER SECURITIES, LLC

BD
CRD#: 137906
Golden, CO
Past

May 11, 2010 - September 21, 2018

FINANCIAL WEST GROUP

RIA
CRD#: 16668
Sebastopol, CA
Past

May 10, 2010 - August 29, 2018

FINANCIAL WEST GROUP

BD
CRD#: 16668
Sebastopol, CA
Past

May 3, 2010 - May 10, 2010

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
SAN DIEGO, CA
Past

April 30, 2010 - May 10, 2010

INDEPENDENT FINANCIAL GROUP, LLC

RIA
CRD#: 7717
SAN DIEGO, CA
Past

August 10, 2006 - April 28, 2010

AFA ADVISOR SERVICES LLC

RIA
CRD#: 129104
SEBASTOPOL, CA
Past

January 3, 2006 - April 28, 2010

AFA FINANCIAL GROUP, LLC

BD
CRD#: 127648
SEBASTOPOL, CA
Past

January 28, 2003 - December 31, 2005

PARTNERVEST SECURITIES, INC.

BD
CRD#: 104134
SEBASTOPOL, CA
Past

September 16, 2002 - January 30, 2003

PACIFIC WEST SECURITIES, INC.

BD
CRD#: 6390
RENTON, WA
Past

February 26, 2000 - September 26, 2002

SPELMAN & CO., INC.

RIA
CRD#: 10232
SEBASTOPOL, CA
Past

November 24, 1998 - September 26, 2002

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

November 16, 1998 - December 17, 1998

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

January 24, 1997 - November 16, 1998

UNITED PACIFIC SECURITIES, INC.

BD
CRD#: 21986
CARLSBAD, CA
Past

November 13, 1995 - December 31, 1996

SPECTRUM SECURITIES, INC.

BD
CRD#: 29305
AROURA HILLS, CA
Past

August 9, 1990 - November 14, 1995

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

June 23, 1989 - July 31, 1990

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
ATLANTA, GA
Past

August 27, 1987 - June 30, 1989

PRIVATE SECURITIES NETWORK, INC.

BD
CRD#: 15314

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/21/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/24/1991
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 8/25/1987
Direct Participation Programs Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/1/1993
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 39
Date: 5/3/1989
Direct Participation Programs Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BI
BLEY INVESTMENT GROUP, INC.
ASSET INCOME SECURITIES, INC. | BLEY INVESTMENTS GROUP, INC. | BLEY INVESTMENT GROUP, INC. | ASSURANCE INCOME SECURITIES, INC.

CRD#: 26678 / SEC#: , 8-42701

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
6300 Ridglea Place Suite 519, Fort Worth, TX 76109-4911
Mailing Address
6300 Ridglea Place Suite 508, Fort Worth, TX 76116
Phone number
(817) 732-2442
Established
Texas since 05/14/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
PIERCE, PAIGE WYMANPRESIDENT, CEO, FINOP1395210
BRIGGS, JONATHAN WILBORCHIEF COMPLIANCE OFFICER3215005

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.

Company Information

BLEY INVESTMENT GROUP, INC.

CRD#: 26678Fort Worth, TX 76116

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