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CW

Christopher S. Wilson

PRR WEALTH MANAGEMENT
ARMUCHEE, GA
Some features on this profile are disabled
CRD#: 2611846
CW

Professional summary


Christopher Shannon Wilson, who also goes by Chris Wilson, is a registered financial advisor currently at PRR WEALTH MANAGEMENT located in Armuchee, Georgia.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Christopher has worked at 6 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Wilson

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.
Employee of Blair Engineering Southeast as a manufacturing sales engineer. This business is NOT investment related. Corporate office is in Roswell, GA. Began as employee in March 2018. Approximate hours per month is 80. Provide information and guidance to design engineers about manufacturing components.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Shannon 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®
None

Experience


Current

February 10, 2023 - Present

PRR WEALTH MANAGEMENT

RIA
CRD#: 324376
ARMUCHEE, GA
Past

June 2, 2011 - December 6, 2012

WILSON MANAGEMENT LLC

RIA
CRD#: 156375
ROME, GA
Past

November 10, 2009 - December 31, 2010

TERRAPIN CAPITAL MANAGEMENT

RIA
CRD#: 151718
ROME, GA
Past

March 7, 2008 - July 10, 2009

INVESTMENT PROFESSIONALS, INC.

RIA
CRD#: 30184
ROME, GA
Past

March 4, 2008 - July 10, 2009

INVESTMENT PROFESSIONALS, INC.

BD
CRD#: 30184
ROME, GA
Past

February 13, 2007 - February 26, 2008

EDWARD JONES

RIA
CRD#: 250
ROME, GA
Past

March 8, 2005 - February 26, 2008

EDWARD JONES

BD
CRD#: 250
ROME, GA
Past

April 27, 1995 - May 23, 1995

FAIRCHILD FINANCIAL GROUP, INC.

BD
CRD#: 21404
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
Georgia
(2/10/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/28/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/5/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


PW
PRR WEALTH MANAGEMENT
PERITUS WEALTH MANAGEMENT | PRR WEALTH MANAGEMENT | PERITUS WEALTH MANAGEMENT LLC

CRD#: 324376 / SEC#:

Georgia
Registered Investment Advisory firm - (2/10/2023 Approved)
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Contact information


Main Address
Armuchee, GA
Mailing Address
Phone number
(706) 509-0266
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 926,860

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


PRR WEALTH MANAGEMENT

CRD#: 324376Armuchee, GA

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