linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Craig Wilson

Alexander Investment Services Co.

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

About Thomas Craig Wilson

Thomas Craig Wilson has been a registered investment advisor since 1985. Thomas is associated with Alexander Investment Services Co. Thomas is licensed to offer investment advice in the following states: Florida, Illinois, Indiana, Kentucky, North Carolina, Ohio, Pennsylvania, and Texas. In addition to being a registered investment advisor, Thomas is also a registered principal. Thomas holds Series 63, Series 53, SIE and Series 7 securities licenses. Thomas's specializations include financial planning, pension consulting and portfolio management for both individuals and businesses.

Firm Information

Thomas Wilson is currently registered with Alexander Investment Services Co.. Alexander Investment Services Co. is a Kentucky-based Corporation that was formed in July 1965. The firm provides investment advisory services to individuals, high net worth individuals, corporations, pension plans, and other clients. They specialize in financial planning, pension consulting, and portfolio management. The firm has a team of 10 licensed agents, 12 investment adviser representatives, and 13 registered representatives. They manage over $641 million in assets for their clients.
Alexander Investment Services Co.

909 LILY CREEK ROAD #101

LOUISVILLE, KY 40243-2808

$641.36M

Assets Under Management

2

Total Clients

13

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Thomas Wilson’s Registration & Firm History

FL

04/19/2022 - Present

Alexander Investment Services Co. (Dunedin FL)

NA

05/23/1985 - 02/06/1987

OLDE DISCOUNT CORPORATION

Not sure if Thomas Craig Wilson is right for you?

Licenses & Designations

BC

Issued 07/03/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Craig Wilson.
Not sure if Thomas Craig Wilson is right for you?