Ian Wilson
Investment adviser representative at Prospera Financial Services, Inc.
9 yearsExperience
2 statesRegistered in
$14.4BFirm assets
20 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 feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Prospera Financial Services, Inc.Aug 2023 to now
- UnemployedMay 2023 to Aug 2023
- Alinea EngageNov 2021 to May 2023
- NaviantSep 2018 to Oct 2021
- Extended Travel- UnemployedMar 2018 to Sep 2018
- EpicJun 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
Prospera Financial Services, Inc.
$14.4BAssets managed
18,584Clients
269Advisers
20 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
- 7803207
- Firm CRD
- 10740