Heidi M. Wilson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Heidi Marie Wilson, who also goes by Hiedi Marie Portlock, Heidi Marie Ranson, was a registered financial professional .
Heidi is a previously registered financial professional and started their career in finance in 2010. Heidi had worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 5, 2014 - October 2, 2019
BURLESON & COMPANY, LLC
December 13, 2010 - February 13, 2014
BURLESON & COMPANY, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
BURLESON & COMPANY, LLC
CRD#: 131803 / SEC#: 801-66240
Contact information
Regulatory assets under management
| Total Number of Accounts | 965 |
| AUM (Assets Under Management) | $ 492,021,335 |
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.
