Robert George Wilson
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCSep 2026 to now
- Zions BankSep 2026 to now
- Osaic Advisory Services, LLCNov 2025 to Sep 2026
- Osaic Institutions, Inc.Nov 2025 to Sep 2026
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Pfg AdvisorsMar 2024 to Nov 2025
- Securities America, Inc.Mar 2024 to Nov 2025
- Ameriprise Financial Services, LLCMay 2020 to Mar 2024
- LPL FinancialOct 2016 to May 2020
- First Interstate BankMar 2016 to May 2020
- Cetera Investment Advisers LLCMar 2016 to Nov 2016
- Cetera Investment Services LLCMar 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (ID).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 3169745
- Firm CRD
- 6413