Gregory M. Wilson
Professional summary
Gregory Mark Wilson is a registered financial advisor currently at G.M. WILSON, PRIVATE WEALTH MANAGEMENT GROUP located in Fishers, Indiana.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gregory has worked at 4 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Mark Wilson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 27, 2005 - Present
G.M. WILSON, PRIVATE WEALTH MANAGEMENT GROUP
October 28, 2004 - October 27, 2008
TRADERIGHT SECURITIES, INC.
September 4, 2001 - March 5, 2004
A. G. EDWARDS & SONS, INC.
June 4, 2001 - March 5, 2004
A. G. EDWARDS & SONS, INC.
April 21, 1997 - June 4, 2001
MORGAN STANLEY DW 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
(1/27/2005)
Exams
Current Firm
G.M. WILSON, PRIVATE WEALTH MANAGEMENT GROUP
CRD#: 129692 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 19,810,000 |
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