Gregory W. Wilson

323 WEALTH MANAGEMENT

FLOWER MOUND, TX 75022

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CRD#: 4854846

Professional summary

Gregory Wayne Wilson, CFP®, who also goes by Greg Wayne Wilson, Greg Wilson, is a registered financial advisor currently at 323 WEALTH MANAGEMENT, LLC located in Flower Mound, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gregory has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Wayne Wilson | Greg Wilson

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.

INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, FLOWER MOUND, TEXAS, INSURANCE SALES, 2 HOURS PER MONTH, 2 HOURS DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Wayne Wilson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

March 12, 2020 - Present

323 WEALTH MANAGEMENT, LLC

Office #1: 2201 Spinks Road, Suite 271, Flower Mound, TX 75022

RIA

CRD#: 307266

FLOWER MOUND, TX

Past

October 22, 2009 - January 23, 2020

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Dallas, TX

Past

October 22, 2009 - January 23, 2020

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Dallas, TX

Past

January 20, 2006 - September 29, 2009

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WESTLAKE, TX

Past

October 14, 2004 - September 29, 2009

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(3/12/2020)

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

State Security Law Exam

IAR

Series 66

Date: 12/16/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/21/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/13/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/24/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/3/2014

General Securities Sales Supervisor - Options Module Examination

Current Firm

323 WEALTH MANAGEMENT, LLC

CRD#: 307266 / SEC#:

Texas

Registered Investment Advisory firm - (3/12/2020 Approved)

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Contact information

Main Address

2201 Spinks Road, Suite 271, Flower Mound, TX 75022

Mailing Address

Phone number

(972) 810-1414

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	176
AUM (Assets Under Management)	$ 97,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Gregory W. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Wayne Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2005

Series 63

Date: 10/21/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/13/2004

Series 10

Date: 3/24/2014

Series 9

Date: 3/3/2014

Current Firm

323 WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

323 WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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