Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony James Wilson is a financial advisor with Icapital Markets LLC in Alamo, California. Anthony has over 20 years of experience in the financial services industry. Anthony has a Series 7, Series 6, Series 63, and Series 2 licenses. Anthony is also registered to provide investment advice in 51 states. Prior to joining Icapital Markets LLC, Anthony worked at ICAPITAL SECURITIES, LLC, MORGAN CREEK CAPITAL DISTRIBUTORS, LLC, NEXBANK SECURITIES INC, HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC., QUASAR DISTRIBUTORS, LLC, ALPS DISTRIBUTORS, INC., FORESIDE FUND SERVICES, LLC, CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC., SYNDICATED CAPITAL, INC., and FIRST FUND DISTRIBUTORS, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CA
11/30/2023 - Present
Icapital Markets LLC (Alamo CA)
CA
11/08/2016 - 11/30/2023
ICAPITAL SECURITIES, LLC (Alamo CA)
NC
10/29/2015 - 10/18/2016
MORGAN CREEK CAPITAL DISTRIBUTORS, LLC (CHAPEL HILL NC)
TX
03/23/2015 - 11/06/2015
NEXBANK SECURITIES INC (DALLAS TX)
TX
01/02/2014 - 11/06/2015
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
TX
04/15/2013 - 12/31/2013
NEXBANK SECURITIES INC (DALLAS TX)
ME
11/17/2010 - 04/16/2013
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CO
09/23/2009 - 06/18/2010
ALPS DISTRIBUTORS, INC. (DENVER CO)
ME
01/03/2006 - 08/26/2009
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
PA
08/23/2002 - 12/31/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
CA
02/15/2002 - 03/25/2002
SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)
AZ
04/11/1996 - 01/23/1999
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
BC
Issued 07/30/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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