Joseph Watt Wilson
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.7BFirm 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
16 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2021 to now
- Cambridge Investment Research, Inc.Jun 2021 to now
- Principal Securities IncMar 2016 to Jun 2021
- Tyson Deering & WilsonApr 2014 to May 2021
- Principal Life Insurance CompanyNov 2010 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 2921571
- Firm CRD
- 134139