PW
Philip S. Wilson
WILSON FINANCIAL GROUP
Birmingham, AL
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CRD#: 2059386
PW
Professional summary
Philip Scott Wilson is a registered financial advisor currently at WILSON FINANCIAL GROUP located in Birmingham, Alabama.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Philip has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
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.
WILSON FINANCIAL GROUP LLC. POSITION: Member NATURE: REAL ESTATE INVESTMENT RELATED: NO HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 08/01/2004. ADDRESS: 3154 LAPRADO CIRCLE, BIRMINGHAM AL 35209, VP of Sandy Shores Association of which the property is located DESCRIPTION: OWNERSHIP OF PERSONAL REAL ESTATE Insurance agent Board member for Elevate Community Church PHILIP S. WILSON - INSURANCE AGENT OFFERING AND/OR SELLING LIFE INSURANCE AND ANNUITIES. POSITION: Insurance Agent NATURE: Insurance Related RELATED: 20 SECURITIES TRADING HOURS STATE DATE: 06/1990 ADDRESS: 314 LAPRADO CIRCLE, BIRMINGHAM, AL 35209 DECRIPTION: Insurance agent, life, disability, index annuities ALABAMA HOME MORTGAGE POSITION: loan officer NATURE: mortgages INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 04/07/2017, ADDRESS: 2040 cherokee road, alex city AL 35010, United States. DESCRIPTION: origination, terminated Homeplace affiliation. Ended 12/31/23 CAROLINE WILSON TRUST POSITION: trustee NATURE: investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2014, ADDRESS: 314 Laprado Circle, Birmingham AL 35209, United States DESCRIPTION: trustee Sandy Shore VP ASSOCIATION POSITION: Vice president NATURE: real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/10/2017 Elevate Community Church: President: church: No of Hours 3 hours per month: start date 1/1/24. Philip Wilson uses the conference room at 1856 Lancaster Road for meetings, primarily if the meeting requires handicap facilities for the visitor
CRS (Client Relationship Summary) - RIA
Click below to view Philip Scott 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®
NoneExperience
Current
February 2, 2018 - Present
WILSON FINANCIAL GROUP
RIA
CRD#: 291285
Birmingham, AL
Past
February 25, 1999 - February 2, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
BIRMINGHAM, AL
Past
November 30, 1998 - February 2, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BIRMINGHAM, AL
Past
August 3, 1994 - December 2, 1998
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
ROCKVILLE, MD
Past
May 29, 1990 - August 29, 1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
May 29, 1990 - August 29, 1994
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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
Alabama(2/2/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WF
WILSON FINANCIAL GROUP
WILSON FINANCIAL GROUP | WILSON, PHILIP SCOTT
CRD#: 291285 / SEC#:
Alabama
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Contact information
Main Address
Birmingham, AL
Mailing Address
Phone number
(205) 868-9297
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 159 |
| AUM (Assets Under Management) | $ 51,000,000 |
Red Flags
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