Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tad? Claim Your ProfileTad Matthew Wilson is a financial advisor with over 30 years of experience in the industry. Tad Wilson has been registered with LPL Financial LLC since 2020, previously working at Wells Fargo Clearing Services, LLC for over 20 years. Tad Wilson offers a variety of services to his clients including financial planning, portfolio management, pension consulting, and educational seminars. Tad Wilson is registered in multiple states and has a strong reputation for providing personalized financial advice.
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
WV
09/28/2020 - Present
LPL Financial LLC (PARKERSBURG WV)
WV
10/01/1999 - 09/24/2020
WELLS FARGO CLEARING SERVICES, LLC (VIENNA WV)
NC
11/05/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
07/23/1985 - 10/29/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tad Wilson is the right advisor for you? Invested Better is here to help.
