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Gregory Wayne Wilson

323 Wealth Management, LLC

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About Gregory Wayne Wilson

Gregory Wilson is a financial advisor in Flower Mound, Texas. Gregory Wilson has over 10 years of experience in the financial services industry. Gregory Wilson is currently registered with 323 Wealth Management, LLC and has previously worked at Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. Gregory Wilson holds Series 7, 9, 10, 63, and 66 securities licenses. Gregory Wilson is also a Certified Financial Planner and Chartered Financial Analyst.

Firm Information

Gregory Wilson is currently registered with 323 Wealth Management, LLC. 323 Wealth Management, LLC is an investment advisory firm managing approximately $72.15 million in assets for 136 clients. The firm specializes in financial planning and portfolio management for individuals and high-net-worth individuals. They are registered with the Securities and Exchange Commission and have a team of one licensed agent and one investment adviser representative.

$72.14M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Wilson’s Registration & Firm History

TX

03/12/2020 - Present

323 Wealth Management, LLC (FLOWER MOUND TX)

TX

10/22/2009 - 01/23/2020

CHARLES SCHWAB & CO., INC. (Dallas TX)

TX

10/14/2004 - 09/29/2009

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 12/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/03/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Wayne Wilson.
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