Ronald Lee Wilson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 04/1994 → Present
  Ronald L. Wilson, Cpa
  Severna Park, MD
• 09/2004 → Present
  Raymond James Financial Services, Inc
  West Palm Beach, FL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  West Palm Beach, FL
• 09/2005 → Present
  Ronald L. Wilson, Cpa, Cfp
  West Palm Beach, FL

Previous Registrations

• 2002-09-27 → 2004-09-09
  Medallion Advisory Services, Llc
  North Palm Beach, FL

Other Businesses

Name of Business : Ronald L. Wilson, CPA Address: 6800 Oakmont Way,West Palm Beach, FL Nature of the Business: Accounting/CPA Position/Title: Proprietor/Owner Investment Related:No Start Date: 09/06/2005 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 5 Description of duties: Tax preparation

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-09
• S63 Uniform Securities Agent State Law Examination
  1992-11-11

Other Names

• Ronnie Lee Wilson