Richard C. Wilson

CENTIMILLIONAIRE ADVISORS

Kailua, HI 96734

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CRD#: 5604513

Professional summary

Richard Carroll Wilson, who also goes by Richard C Wilson, is a registered financial advisor currently at CENTIMILLIONAIRE ADVISORS, LLC located in Kailua, Hawaii.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Richard has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richard C 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.

Richard Carroll Wilson is CEO of Centimillionaire Advisors, LLC. He has several business holdings outside of acting as an investment advisor. These include our direct ownership and operating companies in the area of data research, self-paced training programs, and event and conference business, and a consumer products business. These businesses are ones that I watch over and provide strategic help to, manage the employees/team, and help manage them for growth. This is a full-time position.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Carroll Wilson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 1, 2023 - Present

CENTIMILLIONAIRE ADVISORS, LLC

Office #1: 111 Hekili Street Suite A-114, Kailua, HI 96734

RIA

CRD#: 299484

Kailua, HI

Past

March 4, 2019 - May 16, 2022

CENTIMILLIONAIRE ADVISORS, LLC

RIA

CRD#: 299484

SCOTTSDALE, AZ

Past

February 19, 2014 - October 17, 2018

RAINMAKER SECURITIES, LLC

CRD#: 132995

HILLSBORO, OR

Past

February 21, 2013 - August 9, 2013

THOMAS CAPITAL GROUP, INC.

CRD#: 45180

HILLSBORO, OR

Past

July 18, 2011 - March 4, 2013

RIVERROCK SECURITIES, LLC

CRD#: 153178

HOUSTON, TX

Past

January 12, 2009 - September 10, 2009

SARATOGA CAPITAL MARKETS

CRD#: 120888

NEW YORK, NY

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

Arizona
(1/1/2023)

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 65

Date: 2/16/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/12/2009

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: 1/9/2009

General Securities Representative Examination

Current Firm

CENTIMILLIONAIRE ADVISORS, LLC

CENTIMILLIONAIRE ADVISORS, LLC | INVESTORCLUB.COM | DOCTORSINVESTORCLUB.COM

CRD#: 299484 / SEC#: 801-119511

RIA

Registered Investment Advisory firm - (5/16/2022 Terminated)

Arizona

Registered Investment Advisory firm - (1/1/2023 Approved)

Florida

Registered Investment Advisory firm - (2/7/2021 Terminated)

Illinois

Registered Investment Advisory firm - (5/24/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Kailua, HI

Mailing Address

111 Hekili Street Suite A-114, Kailua, HI 96734

Phone number

(305) 333-1155

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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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Richard C. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Carroll Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTIMILLIONAIRE ADVISORS, LLC

CENTIMILLIONAIRE ADVISORS, LLC

RAINMAKER SECURITIES, LLC

THOMAS CAPITAL GROUP, INC.

RIVERROCK SECURITIES, LLC

SARATOGA CAPITAL MARKETS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/16/2019

Series 63

Date: 2/12/2009

SIE

Date: 10/1/2018

Series 7

Date: 1/9/2009

Current Firm

CENTIMILLIONAIRE ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

CENTIMILLIONAIRE ADVISORS, LLC

TRUST BUT VERIFY

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