Troy Thomas Wilson

Employer firm

Wilson Wealth Management, Inc. CRD 294731

$78.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 05/1990 → 06/2018
  Linsco/Private Ledger Corp
  Salt Lake City, UT
• 01/2008 → Present
  Wilson Wealth Management Inc
  Salt Lake City, UT

Previous Registrations

• 1992-01-13 → 2018-06-18
  Lpl Financial Llc
  Salt Lake City, UT
• 1992-02-25 → 2009-07-22
  Wilson Wealth Management, Inc.
  Salt Lake City, UT

Other Businesses

(1) 09/11/2000: WILSON LAW OFFICES - Legal Services - NOT INV REL - At Reported Business Location(s) - LEGAL PRACTICE - 50% Time Spent (2) 05/11/1995: WILSON-DEVEREAUX, L.C. - REAL ESTATE OWNERSHIP & MANAGEMENT - INV REL - At Reported Business Location(s) - 1/2 Hr/Mo; 0 Hours During Securities Trading (3) 05/10/2011: ALL SEASONS RETREAT, LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - PROPERTY OWNERSHIP, MANAGEMENT & RENTAL - No Time Spent (4) 05/16/2011: TMC FOOTHILL, LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - PROPERTY OWNERSHIP, MANAGEMENT & RENTAL - No Time Spent (5) 03/09/2015: OakRidge Properties LLC - Real Estate Rental - INV REL - At Reported Business Location(s) - Start 11/01/2014 - 1/2 Hr/Mo; 0 Hours During Securities Trading (6) 07/28/2016: 9SQUARED LC - Real Estate Rental - INV REL - At Reported Business Location(s) - Start 07/01/2016 - PROPERTY OWNERSHIP, MANAGEMENT & RENTAL - 1/2 Hr/Mo; 0 Hours During Securities Trading (7)INDEPENDENT INSURANCE AGENT - ACCIDENT AND HEALTH, LIFE SINCE 2002 - INV REL - 0 HOURS/MO; 0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-22
• S63 Uniform Securities Agent State Law Examination
  1983-09-20

Designations

• Certified Financial Planner