Virginia P Wilson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2014 → 06/2019
  Dwm Financial Group, Inc.
  Charleston, SC
• 06/2019 → 12/2019
  Jbj Investment Partners, Llc
  Charleston, SC
• 03/2020 → 07/2021
  Cetera Advisors
  St. Cloud, MN
• 01/2019 → Present
  Lowcountry Financial Group
  Mount Pleasant, SC
• 07/2021 → Present
  Cetera Advisors Llc
  St. Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-24 → 2019-12-09
  Jbj Investment Partners, Llc
  Charleston, SC

Other Businesses

1. NAME OF OTHER BUSINESS: LOWCOUNTRY FINANCIAL GROUP INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2019, POSITION/TITLE/RELATIONSHIP: BRANCH OPERATIONS MANAGER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: PROCESS BRANCH BUSINESS AND ASSIST ADVISORS; 2. NAME OF OTHER BUSINESS: FOUNDATION FOR FINANCIAL PLANNING; INVESTMENT RELATED: YES; ADDRESS: 1425 K ST, STE. 750, WASHINGTON, DC 20005; NATURE OF BUSINESS: PRO-BONO FINANCIAL PLANNING; START DATE: 03/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: UP TO 10; APX NUMBER OF HOURS DURING TRADING HOURS: UP TO 10; BRIEF DESCRIPTION OF DUTIES: OFFERING PRO BONO FINANCIAL PLANNING ON DIFFERENT PROJECTS, AS NEEDED;

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-12-11
• S65 Uniform Investment Adviser Law Examination
  2019-10-24

Designations

• Certified Financial Planner

Other Names

• Ginny Wilson
• Virginia Wilson