Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Dennett Wilson

P.j. Robb Variable, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard Dennett Wilson

Richard Dennett Wilson is a financial professional with over 27 years of experience in the industry. Richard is currently registered with P.j. Robb Variable, LLC and is a General Securities Principal. Prior to joining P.j. Robb Variable, LLC, Richard worked at Annexus Securities, LLC, P.J. ROBB VARIABLE CORPORATION, and LPL Financial LLC. Richard is also registered with the state of Massachusetts.

Firm Information

Richard Wilson is currently registered with P.j. Robb Variable, LLC. P.j. Robb Variable, LLC is a Limited Liability Company formed in 1995. They are registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

105

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Wilson’s Registration & Firm History

PA

07/05/2023 - Present

P.j. Robb Variable, LLC (HARRISBURG PA)

AZ

07/07/2021 - 03/25/2022

ANNEXUS SECURITIES, LLC (SCOTTSDALE AZ)

TN

10/13/2017 - 07/01/2021

P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)

MA

06/23/2009 - 11/21/2012

LPL FINANCIAL LLC (BOSTON MA)

MA

07/09/2007 - 03/26/2009

LPL FINANCIAL CORPORATION (BOSTON MA)

CT

09/21/2006 - 02/12/2007

MML DISTRIBUTORS, LLC (ENFIELD CT)

NY

04/01/2006 - 06/27/2006

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

CA

05/25/2005 - 04/01/2006

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

PA

03/29/2004 - 04/29/2005

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

NY

06/10/2002 - 11/07/2003

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

08/21/1995 - 12/08/2000

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

01/23/1995 - 05/12/1995

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

NY

05/24/1994 - 01/20/1995

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

NY

02/26/1992 - 05/12/1994

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

07/26/1984 - 04/17/1990

NEW ENGLAND SECURITIES (NEW YORK NY)

Not sure if Richard Dennett Wilson is right for you?

Licenses & Designations

BC

Issued 10/08/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/10/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Dennett Wilson.
Not sure if Richard Dennett Wilson is right for you?