William Joseph Willson

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING 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

• 07/2007 → 12/2017
  Greater Nevada Credit Union
  Carson City, NV
• 01/2018 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, IL

Previous Registrations

• 2001-05-07 → 2018-01-10
  Cuna Brokerage Services, Inc.
  Dayton, NV
  Carson City, NV
  Minden, NV
  Sandy, UT
  Carson City, NV
  Carson City, NV
  Carson City, NV

Other Businesses

Willson Wealth Management, LLC. Started date 12/21/2017. LLC for business purposes. Owner. 160hrs Total/Mo. 160 hrs during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-06
• S63 Uniform Securities Agent State Law Examination
  1995-09-26

Designations

• Certified Financial Planner

Other Names

• Bj Willson