Robert Scott Wilson
Investment adviser representative at Lifeplan Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$326MFirm 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 assetsFixed or flat feeOther
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.
- Lifeplan GroupSep 2022 to now
- TD AmeritradeAug 2019 to Sep 2022
- Fidelity Brokerage Services LLCMay 2018 to Aug 2019
- Fidelity InvestmentsOct 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
Lifeplan Group
Legal name: Lifeplan Investment Advisors, Inc
$326MAssets managed
278Clients
4Advisers
4 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
- 6953762
- Firm CRD
- 144157