Robert
Wilson
Lifeplan Group
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About this Advisor
Robert Wilson is a certified financial planner who works out of Raleigh, North Carolina with a total of 1 year of relevant experience. Wilson works at Lifeplan Group. Throughout their career, they have worked at Habachi Japan, Fidelity Brokerage Services LLC, East Carolina University, Fidelity Investments, Td Ameritrade and Lifeplan Group. Wilson holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to advise clients in North Carolina. Lifeplan Group is a registered investment company based out of Raleigh, NC. It administers $133 million in assets among its 715 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 715 accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. The business performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely vary depending on the type of financial services provided. However, fee types charged by Lifeplan Group can be comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifeplan Group Brokerage Details
$132,778,471
7
715
$185,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Wilson Work History
Robert has been registered as a financial advisor for 1 years.*
Lifeplan Group
Td Ameritrade
Fidelity Brokerage Services LLC
Fidelity Investments
Habachi Japan
East Carolina University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifeplan Group
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
