Christopher S. Wilson
Professional summary
Christopher Shawn Wilson, AIF® is a registered financial advisor currently at ATLANTA CONSULTING GROUP ADVISORS, LLC located in Atlanta, Georgia and KINGSWOOD CAPITAL PARTNERS, LLC located in Atlanta, Georgia.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Christopher has worked at 11 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Shawn Wilson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 21, 2023 - Present
ATLANTA CONSULTING GROUP ADVISORS, LLC
Office #1: 5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342July 20, 2022 - Present
KINGSWOOD CAPITAL PARTNERS, LLC
Office #1: 5600 Glenridge Dr Ne Ste 230 - East, Atlanta, GA 30342August 28, 2018 - August 8, 2022
SIERRA INVESTMENT MANAGEMENT, LLC
January 24, 2017 - July 19, 2022
NORTHERN LIGHTS DISTRIBUTORS, LLC
May 30, 2013 - September 2, 2016
RUSSELL INVESTMENTS
May 7, 2013 - September 2, 2016
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC
December 3, 2012 - May 14, 2013
CRAWFORD INVESTMENT COUNSEL INC
March 24, 2004 - November 20, 2012
MORGAN KEEGAN & COMPANY, LLC
August 21, 2000 - November 20, 2012
MORGAN KEEGAN & COMPANY, LLC
December 15, 1999 - September 14, 2000
PARK AVENUE SECURITIES LLC
January 1, 1999 - April 28, 1999
GPC SECURITIES, INC.
December 16, 1998 - January 1, 1999
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
ATLANTA CONSULTING GROUP ADVISORS, LLC
CRD#: 288169 / SEC#: 801-112054
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/20/2022)
(7/24/2023)
(7/20/2022)
(11/7/2024)
(7/21/2023)
(11/7/2024)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
ATLANTA CONSULTING GROUP ADVISORS, LLC
CRD#: 288169 / SEC#: 801-112054
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,836 |
| AUM (Assets Under Management) | $ 13,586,544,360 |
Red Flags
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