Kenton Dean Wilson

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 12/2007 → 09/2018
  Lpl Financial Llc
  St Petersburt, FL
• 09/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2007-12-10 → 2018-09-25
  Lpl Financial Llc
  St. Petersburg, FL
  Fort Mill, SC
  Saint Petersburg, FL
• 2001-01-10 → 2007-12-19
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING, SEE EMPLOYMENT FOR START DATE. 2) KENTON D WILSON, 112 44TH AVE N, ST. PETERSBURG, FL, 08/1985, INDEPENDENCT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 4 HR/MO, 0 HR/MO TRADING. 3) ONE TWELVE LLC, 112 44TH AVE N, ST PETERSBURG, FL, 02/2013, OWNER, REAL ESTATE, NIR, 1 HR/MO, 0 HR/MO TRADING. 4) WILSON, WILSON & COMPANY RETIREMENT AND ESTATE PLANNING INC, dba WILSON, WILSON & COMPANY WEALTH MANAGEMENT, RETIREMENT AND ESTATE PLANNING(WWW.WWCWEALTHMGT.COM), 112 44TH AVE N, ST PETERSBURG, FL, 04/2008, PRESIDENT, DBA, INV REL, 5 HR/YR, 0 HR/YR TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-06
• S63 Uniform Securities Agent State Law Examination
  1996-08-09

Other Names

• Kent Wilson