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VW

Valerie M. Wilson

DECKER WEALTH MANAGEMENT
Nashville, TN 37205
Some features on this profile are disabled
CRD#: 1941683
VW

Professional summary

Valerie Marie Wilson, who also goes by Valerie Marie Garrigus, Valerie Marie Mayfield, Valerie M Rusher, is a registered financial advisor currently at DECKER WEALTH MANAGEMENT, LLC located in Nashville, Tennessee.

Valerie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Valerie has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Valerie Marie Garrigus | Valerie Marie Mayfield | Valerie M Rusher

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) - RIA

Click below to view Valerie Marie 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

April 23, 2009 - Present

DECKER WEALTH MANAGEMENT, LLC

Office #1: 4535 Harding Pike Suite 201, Nashville, TN 37205
RIA
CRD#: 150094
Nashville, TN
Past

November 18, 2008 - March 31, 2009

STANFORD GROUP COMPANY

RIA
CRD#: 39285
NASHVILLE, TN
Past

November 7, 2008 - March 31, 2009

STANFORD GROUP COMPANY

BD
CRD#: 39285
NASHVILLE, TN
Past

October 24, 2003 - November 11, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
NASHVILLE, TN
Past

October 23, 2003 - November 11, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
NASHVILLE, TN
Past

April 8, 2003 - October 27, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 16, 2002 - April 16, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 9, 2002 - December 17, 2002

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 17, 2000 - April 26, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

June 9, 1994 - March 27, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 16, 1990 - May 18, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

May 30, 1989 - January 30, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DECKER WEALTH MANAGEMENT, LLC
DECKER WEALTH MANAGEMENT, LLC

CRD#: 150094 / SEC#: 801-70112

RIA
Registered Investment Advisory firm - (4/15/2009 Approved)

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
Tennessee
(4/23/2009)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/28/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/26/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/15/1989
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/5/2001
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/23/2001
General Securities Sales Supervisor - Options Module Examination

Current Firm

DW
DECKER WEALTH MANAGEMENT, LLC
DECKER WEALTH MANAGEMENT, LLC

CRD#: 150094 / SEC#: 801-70112

RIA
Registered Investment Advisory firm - (4/15/2009 Approved)
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Contact information

Main Address
4535 Harding Pike Suite 201, Nashville, TN 37205
Mailing Address
Phone number
(615) 212-2958
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (8 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts745
AUM (Assets Under Management)$ 411,589,231

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

DECKER WEALTH MANAGEMENT, LLC

CRD#: 150094Nashville, TN 37205

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