Ben Rollins Wilson

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2006 → 10/2018
  Wealthtrust - Arizona Llc
  Scottsdale, AZ
• 03/2008 → 10/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2018 → Present
  Hightower Securities Llc
  Scottsdale, AZ
• 10/2018 → Present
  Hightower Advisors Llc
  Scottsdale, AZ

Previous Registrations

• 2018-11-21 → 2021-07-02
  Hightower Advisors, Llc
  Scottsdale, AZ
• 2006-12-19 → 2019-03-28
  Wt Arizona Securities, Llc
  Scottsdale, AZ
• 2002-11-07 → 2006-12-07
  Wealth Trust - Arizona Llc
  Scottsdale, AZ

Other Businesses

1)INSURANCE AGENT; INVESTMENT ADVISORY; WEALTH TRUST ARIZONA RIA 2)BOYS & GIRLS CLUB; NOT INVESTMENT-RELATED; 2645 N. 24TH ST. PHOENIX, AZ 85008; CHARITY-KEEPING KIDS OF THE STREET; BOARD OF DIRECTORS; 6/17/09; 10HRS; 0HRS; HELP SUPPORT LOCAL BOYS & GIRLS CLUB THROUGH FUND RAISING AND OTHER ACTIVITIES. 3) Wealth trust-AZ, investment related, 8434 E. Shea Blvd. Phoneix, AZ 85250, Insurance (Life, Di, LTC), partner, 8/2006-present, 3 hrs/month,2 hrs during trading hrs, provides clients solutions for LTC, life & disability insurance.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-23
• S65 Uniform Investment Adviser Law Examination
  1998-09-16
• S63 Uniform Securities Agent State Law Examination
  1987-10-01

Other Names

• Benjamin Rollins Wilson