Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Medlin Wilson is a financial advisor currently registered with LPL Financial LLC. Mark has been in the financial industry since 1993 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Mark is licensed to provide investment advice in Alabama, District of Columbia, Florida, Georgia, Kentucky, Louisiana, Maryland, Mississippi, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, and Virginia.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NC
05/18/2022 - Present
LPL Financial LLC (WINSTON SALEM NC)
NC
04/21/2005 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WINSTON SALEM NC)
CA
03/29/2001 - 01/21/2005
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
NY
12/17/1999 - 03/23/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NC
04/01/1999 - 12/21/1999
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
06/01/1998 - 04/01/1999
WACHOVIA CAPITAL MARKETS, INC. (WINSTON SALEM NC)
NC
04/04/1997 - 06/01/1998
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NC
06/01/1990 - 12/31/1993
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 03/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 11/20/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Wilson is the right advisor for you? Invested Better is here to help.
