Mitzie Yvonne Wilson
Investment adviser representative at Farther
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$16BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- FartherOct 2024 to now
- Farther Finance AdvisorsOct 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith Inc.Jun 2021 to Sep 2024
- Wells Fargo AdvisorsDec 2014 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2414837
- Firm CRD
- 302050