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Terry Michael Wilson

Capstone Wealth Advisors, LLC

Andalusia, AL

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Current Employers
Capstone Wealth Advisors, Llc

218 South Three Notch St, Andalusia, AL 36420 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-08
AL RA APPROVED 2024-12-03
  • FL RA
    APPROVED
    Since 2025-01-08
  • AL RA
    APPROVED
    Since 2024-12-03

Branch Locations

218 South Three Notch St, Andalusia, AL 36420 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Powersouth Energy Cooperative Andalusia AL 12/2002 12/2022
Powersouth Energy Cooperative Andalusia AL 12/2022 11/2024
Capstone Wealth Advisors, Llc Andalusia AL 11/2024 Present
  • 12/2002 → 12/2022
    Powersouth Energy Cooperative
    Andalusia, AL
  • 12/2022 → 11/2024
    Powersouth Energy Cooperative
    Andalusia, AL
  • 11/2024 → Present
    Capstone Wealth Advisors, Llc
    Andalusia, AL
Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; ANDALUSIA; INSURANCE AGENT; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-21
  • S65 Uniform Investment Adviser Law Examination
    2024-05-21

View on SEC IAPD

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Ellis William Greenwald
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TINA MICHELLE CAMPBELL
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Phillip Craig Hamm

Other Offices

CETERA INVESTMENT ADVISERS LLC · ANDALUSIA, AL
EDWARD JONES · ANDALUSIA, AL
LPL FINANCIAL LLC · ANDALUSIA, AL
WELLS FARGO CLEARING SERVICES, LLC · ANDALUSIA, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Andalusia, AL
EDWARD JONES · ANDALUSIA, AL
EDWARD JONES · OPP, AL

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