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Detailed Report
OLIVER PHILIP WILSON
CRD#: 6582763
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Investment Adviser
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Previous Broker
EDELMAN FINANCIAL ENGINESCRD#: 104510 ENGLEWOOD, CO
Registration History
20162017201820192020202120222023202420252026IAEDELMAN FINANCIAL ENGINES (CRD# 104510)2023 - Present (1 year)BCOMMONWEALTH FINANCIAL NETWORK (CRD# 8032)2020 - 2023 (3 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2018 - 2019 (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2016 - 2017 (1 year)
License(s)

State Registrations

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Colorado 11/27/2023
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Texas 11/27/2023
Current Registration(s)
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EDELMAN FINANCIAL ENGINES (CRD#:104510)
ENGLEWOOD, CO
Registered with this firm since 11/27/2023
Previous Registration(s)
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 03/03/2020 - 06/02/2023 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) COLORADO SPRINGS, CO
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 03/29/2018 - 11/26/2019 CHARLES SCHWAB & CO., INC. (CRD#:5393) Lone Tree, CO
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 03/01/2016 - 11/07/2017 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) GREENWOOD VILLAGE, CO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.