Mary Ann Wilson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2001 → 09/2021
  Avantax Investment Services, Inc.
  Ormond Beach, FL
• 05/2002 → 09/2021
  Avantax Advisory Services
  Ormond Beach, FL
• 07/2007 → Present
  M A Wilson, Cpa, Llc
  Ormond Beach, FL
• 12/2009 → 04/2018
  Fiduciary Appointment
  Ormond Beach, FL
• 05/2018 → 09/2021
  Avantax Insurance Agency, Llc
  Ormond Beach, FL
• 12/2009 → 04/2018
  Fiduciary Appointment
  Ormond Beach, FL
• 09/2021 → 07/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2021 → 07/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2026 → Present
  Lpl Financial Llc
  Ormond Beach, FL

Previous Registrations

• 2021-09-29 → 2026-07-13
  Cambridge Investment Research Advisors, Inc.
  Ormond Beach, FL
• 2002-05-22 → 2021-09-30
  Avantax Advisory Services
  Holly Hill, FL

Other Businesses

1. 06/2026 - Mary Ann Wilson - Notary - Inv Related – 1 Hour(s)/Month – 1 Hour(s) During Trading – Ormond Beach FL 32174 – OBA Start Date: 01/01/1995 2. 06/2026 - M A Wilson CPA LLC - Tax Prep/Accounting/CPA - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Ormond Beach FL 32174 – OBA Start Date: 06/01/2007 3. 06/2026 - Mary Ann Wilson - Non-Variable Insurance - Inv Related – 8 Hour(s)/Month – 8 Hour(s) During Trading – Ormond Beach FL 32174 – OBA Start Date: 06/01/2007 4. 06/2026 - Generations Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 140 Hour(s)/Month – 140 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/1/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-01
• S63 Uniform Securities Agent State Law Examination
  1999-08-27

Designations

• Personal Financial Specialist

Other Names

• Mary Ann Wilson
• Maryann Wilson