Brian P. Willis
Professional summary
Brian Percy Willis, who also goes by Brian P. Willis, Brian Willis, is a registered financial advisor currently at WILSON WEALTH MANAGEMENT GROUP, L. L. C. located in Charlotte, North Carolina.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Brian has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Percy Willis's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 14, 2024 - Present
WILSON WEALTH MANAGEMENT GROUP, L. L. C.
March 25, 2017 - December 26, 2023
MML INVESTORS SERVICES, LLC
March 25, 2017 - December 26, 2023
MML INVESTORS SERVICES, LLC
July 30, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
June 3, 2014 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
March 9, 2004 - April 8, 2005
THE O.N. EQUITY SALES COMPANY
March 22, 1999 - December 17, 2003
UVEST FINANCIAL SERVICES GROUP, INC.
December 18, 1997 - February 26, 1999
FIRST UNION BROKERAGE SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/14/2024)
Exams
Current Firm
WILSON WEALTH MANAGEMENT GROUP, L. L. C.
CRD#: 132912 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 732 |
| AUM (Assets Under Management) | $ 50,425,130 |
Red Flags
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