Phillip Lyle Wilson
Professional Summary
Phillip Lyle Wilson, who also goes by Phil Wilson, was a registered financial advisor. Phillip was a previously registered financial professional and started their career in finance 2000 - 2025. Phillip had worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 28 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Phil Wilson
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
26 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
HBK BROKERAGE SERVICES LLC | HBK SORCE BROKERAGE LLC
Contact Information
Established
Ohio since 06/05/2000Firm Type
Limited Liability CompanyFiscal Year End
AugustFirm Size
SmallDocuments
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jan 2001About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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