William Harry Wilson

Current Employers

Employment History

• 01/2005 → Present
  Wilson Investment Advisory Services, Llc
  Plano, TX
• 08/2010 → Present
  Lincoln Investment Planning, Inc.
  Dallas, TX
• 09/2024 → Present
  Capital Analysts, Llc
  Plano, TX

Previous Registrations

• 2003-07-01 → 2005-05-20
  Pmg Asset Management Inc
  Dallas, TX

Other Businesses

WILLIAM H. WILSON POSITION: SOLE PROPRIETOR/INSURANCE AGENT NATURE: SALE OF INSURANCE PRODUCTS INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 30 START DATE: 01/01/1984 ADDRESS: 13760 NOEL ROAD #330, DALLAS TX 75240 DESCRIPTION: SALE OF LIFE INSURANCE AND FIXED ANNUITY PRODUCTS BETTER INVESTING POSITION: VOLUNTEER WITH THE DALLAS CHAPTER NATURE: EDUCATIONAL NON-PROFIT INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 0 START DATE: 06/01/2012 ADDRESS: 711 W THIRTEENTH MILE ROAD, MADISON HEIGHTS MI 48071 DESCRIPTION: ASSIST IN PLANNING EDUCATIONAL PROGRAMS WILLIAM H. WILSON, CPA POSITION: Sole Proprietor- Tax Preparer NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1984 ADDRESS: 13760 Noel Road #330, Dallas TX 75240, United States DESCRIPTION: Preparation of federal and state tax returns WILSON INVESTMENT ADVISORY SERVICES LLC POSITION: Managing Member, IAR NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2005 ADDRESS: 2201 Marblewood Drive, Plano TX 75093, United States DESCRIPTION: Providing investment advice and managing investment portfolios

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-10-10

Designations

Other Names

• Bill Wilson