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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Lyle Wilson is a financial advisor with over 20 years of experience in the industry. Phillip is currently registered with Hbks Wealth Advisors and has been with the firm since 2000. Phillip is a Registered Representative and Investment Advisor Representative and also holds multiple licenses, including Series 7, Series 24, Series 28, Series 66, and Series 99. Phillip has also worked with Securities America, Inc. and CAP PRO Brokerage Services, Inc.. Phillip is a Certified Public Accountant (CPA) and is also involved with Hill, Barth & King, LLC., HBK SORCE Financial LLC., HBK SORCE Advisory LLC., HBK SORCE Brokerage LLC., and HBK SORCE Insurance LLC. Phillip works with individuals, families, businesses, and charitable organizations. Phillip specializes in financial planning, retirement planning, investment management, and estate planning.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
03/23/2001 - Present
Hbks Wealth Advisors (CANFIELD OH)
OH
10/08/2005 - 12/31/2008
SECURITIES AMERICA, INC. (BOARDMAN OH)
OH
05/23/2000 - 10/05/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
BOTH
Issued 05/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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