Benjamin Lee Wilson
Professional Summary
Benjamin Lee Wilson is a registered financial advisor currently at HUNTER CAPITAL MANAGEMENT located in Lombard, Illinois. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Benjamin has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
HUNTER CAPITAL MANAGEMENT | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | HUNTER CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
377 E. Butterfield Road Suite 220, Lombard, IL 60148Mailing Address
3629 Sacramento St., San Francisco, CA 94118Phone Number
(312) 341-9727# of Employees
12SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
537AUM (Assets Under Management)
$1,089,104,294Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
HUNTER CAPITAL MANAGEMENT | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | HUNTER CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(6/2/2020)
(6/4/2020)
(6/2/2020)
(7/21/2020)
(6/2/2020)
(6/2/2020)
(6/2/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Oct 2002Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Lee Wilson's CRS (Customer Relationship Summary).
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