Byron Keith Wilson
Investment adviser representative at The Millstone Evans Group, LLC
11 yearsExperience
1 stateRegistered in
$893.3MFirm assets
5 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 assetsFixed 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
11 years in the industry.
- The Millstone Evans Group, LLCJan 2025 to now
- Vanguard Marketing Corp.May 2022 to Jan 2025
- Robinhood FinancialJul 2020 to Apr 2022
- UnemployedMay 2020 to Jul 2020
- Jackson National Life Distributors LLCApr 2015 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
The Millstone Evans Group, LLC
$893.3MAssets managed
654Clients
7Advisers
5 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
- 4014776
- Firm CRD
- 311142