Delmas M. Wilson

WILSON WEALTH STEWARDSHIP

Macon, GA 31210

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CRD#: 5921127

Professional summary

Delmas Mark Wilson, who also goes by D. Mark Wilson, Mark Wilson, is a registered financial advisor currently at WILSON WEALTH STEWARDSHIP located in Macon, Georgia.

Delmas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Delmas has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

D. Mark Wilson | Mark 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.

Delmas Mark Wilson is also individually licensed to sell fixed insurance products in the state of Georgia, Stockbridge, GA, less than 25% of is time is spent on this activity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Delmas Mark 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®

None

Experience

Current

July 19, 2018 - Present

WILSON WEALTH STEWARDSHIP

Office #1: 1900a Northside Crossing, Macon, GA 31210

RIA

CRD#: 297725

Macon, GA

Past

September 5, 2012 - June 14, 2018

CHRISTY CAPITAL MANAGEMENT, INC.

RIA

CRD#: 149313

MACON, GA

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

Florida
(2/14/2024)

IAR

Georgia
(7/19/2018)

IAR

Texas
(1/19/2021)

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: 9/1/2012

Uniform Investment Adviser Law Examination

Current Firm

WILSON WEALTH STEWARDSHIP

WILSON WEALTH STEWARDSHIP | WILSON WEALTH STEWARDSHIP, INC.

CRD#: 297725 / SEC#:

Florida

Registered Investment Advisory firm - (2/14/2024 Approved)

Georgia

Registered Investment Advisory firm - (7/19/2018 Approved)

Texas

Registered Investment Advisory firm - (1/19/2021 Conditional Restricted)

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Contact information

Main Address

1900a Northside Crossing, Macon, GA 31210

Mailing Address

Phone number

(470) 357-6900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	312
AUM (Assets Under Management)	$ 50,033,725

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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Delmas M. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Delmas Mark Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILSON WEALTH STEWARDSHIP

CHRISTY CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/1/2012

Current Firm

WILSON WEALTH STEWARDSHIP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WILSON WEALTH STEWARDSHIP

TRUST BUT VERIFY

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