Paul Robert Wilson

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2012 → Present
  Lpl Financial, Llc
  Golden Valley, MN
• 08/2012 → Present
  Private Advisor Group, Llc
  Golden Valley, MN

Other Businesses

1. 07/02/2012 - COMPREHENSIVE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Time Spent 5% - Sales and services of fixed life, disability, LTC and health insurance. 2. 07/02/2012 - No Business Name - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 3% - Sales and service of fixed life and health insurance. 3. 9/27/2012 - PRIVATE ADVISOR GROUP, LLC - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - TIME SPENT 60% - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE. 4. 11/24/2020 - Comprehensive Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 180 Hours Per Month/6 Hours During Securities Trading. 5. 08/16/2022- WILSON WEALTH MANAGEMENT, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only-Start Date- 06/30/2022 - 5 Hours Per Month/ 5 Hours During Securities Trading 6. 11/29/2022 - Private AdvIsor Group, LLC - DBA: Comprehensive Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 06/27/2012 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 11/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-12

Designations

• Certified Financial Planner