Robert Scott Wilson

Employer firm

Lifeplan Group CRD 144157

$326M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• SELECTION OF MGRS THROUGH CO-ADVISOR

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

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

Current Employers

Employment History

• 05/2018 → 08/2019
  Fidelity Brokerage Services Llc
  Durham, NC
• 10/2015 → 05/2018
  Fidelity Investments
  Durham, NC
• 08/2019 → 09/2022
  Td Ameritrade
  Cary, NC
• 09/2022 → Present
  Lifeplan Group
  Raleigh, NC

Previous Registrations

• 2019-09-05 → 2022-09-27
  Td Ameritrade, Inc.
  Cary, NC
• 2019-09-05 → 2022-09-27
  Td Ameritrade Investment Management, Llc
  Cary, NC

Other Businesses

1) INSURANCE AGENT - 02/2023 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. ONE QUARTER OF TIME SPENT ON THIS ACTIVITY, DURING NORMAL TRADING HOURS. 7201 CREEDMOOR RD., SUITE 147, RALEIGH, NC 27613.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-04
• S63 Uniform Securities Agent State Law Examination
  2018-07-20

Designations

• Certified Financial Planner

Other Names

• Robert Scott Wilson
• Robert Wilson
• Robert Scott Wilson
• Rob Wilson