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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bradley Wilson is a financial advisor at Raymond James Financial Services Advisors, Inc. John Bradley Wilson has 24 years of experience in the financial services industry. John Bradley Wilson is registered with 22 states, and is also registered with the state of Texas as an Investment Advisor Representative. John Bradley Wilson is a registered principal and holds the Series 7, Series 24, and Series 63 securities licenses. John Bradley Wilson has previously worked at Avantax Investment Services, Inc., Summit Brokerage Services, Inc., VSR Financial Services, Inc., LPL Financial Corporation, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. John Bradley Wilson's firm, Raymond James Financial Services Advisors, Inc., is a registered investment advisor with the Securities and Exchange Commission. The firm has a total of 6514 clients and manages over 344 billion dollars in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
09/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (Houston TX)
TX
10/29/2018 - 09/11/2023
AVANTAX INVESTMENT SERVICES, INC. (Houston TX)
TX
09/01/2016 - 11/05/2018
SUMMIT BROKERAGE SERVICES, INC. (HOUSTON TX)
TX
12/20/2010 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
10/01/2002 - 01/03/2011
LPL FINANCIAL CORPORATION (HOUSTON TX)
IN
10/21/1999 - 10/02/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/21/1999 - 10/02/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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