Robert G. 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.
Robert Gaines Wilson JR, who also goes by Bob Wilson Jr, Bob Wilson, Robert G Wilson, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1993. Robert had worked at 13 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 6, 2022 - August 7, 2023
J. BENJAMIN FINANCIAL, LLC
January 3, 2018 - March 31, 2022
AMERICAN EQUITY INVESTMENT CORPORATION
June 3, 2013 - December 31, 2017
CALTON & ASSOCIATES, INC.
April 5, 2010 - June 5, 2013
SOUTHEAST INVESTMENTS, N.C., INC.
November 2, 2009 - March 30, 2010
WALLSTREET*E FINANCIAL SERVICES, INC.
March 13, 2009 - October 30, 2009
RIDGEWAY & CONGER, INC.
March 10, 2009 - October 30, 2009
RIDGEWAY CONGER ADVISORY SERVICES
May 6, 2005 - August 1, 2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
December 31, 2001 - May 16, 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 4, 1999 - May 16, 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.
November 6, 1996 - January 4, 1999
ROBERT THOMAS SECURITIES, INC
December 22, 1994 - November 13, 1996
FIRST UNION CAPITAL MARKETS CORP.
August 10, 1993 - May 24, 1994
AMERICAN UNITED LIFE INSURANCE COMPANY
June 23, 1993 - November 10, 1994
HIMCO DISTRIBUTION SERVICES COMPANY
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
J. BENJAMIN FINANCIAL, LLC
CRD#: 283990 / SEC#: 801-107987
Contact information
Regulatory assets under management
| Total Number of Accounts | 321 |
| AUM (Assets Under Management) | $ 31,656,625 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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