Nazley R Wilson
Investment adviser representative at Sequoia Financial Group, L.L.C.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$32.2BFirm assets
Are you Nazley R Wilson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Sequoia Financial Group, L.L.C.Jul 2021 to now
- Sequoia Financial Advisors LLCJul 2021 to now
- UnemployedJan 2021 to Jul 2021
- TD Ameritrade, Inc.Aug 2014 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Sequoia Financial Group, L.L.C.
Legal name: Sequoia Financial Advisors, L.L.C.
$32.2BAssets managed
11,218Clients
252Advisers
24 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
- 6384543
- Firm CRD
- 117756