Robert Aaron Wilson
Advisor at OSAIC — Albany, GA Robinhood Road
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
23 years
Location
Albany, GA 31707
OSAIC
Institution
Robert Wilson is a financial advisor with OSAIC based in Albany, GA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior work includes roles at Triad Advisors, Inc., Sandefur & Associates, Eagle Strategies, Nylife Securities, and New York Life. Outside of advisory work, he is president and CEO of Sandefur Wilson Asset Management LLC and owns a competitive fishing business, Bobby Wilson Outdoors LLC. He also serves as treasurer for Lily Pad, a counseling center for abused persons. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolio management that incorporates a range of asset classes and third-party managers, supported by various technological and advisory platforms.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Albany, GA Robinhood Road
2305 Robinhood Road
Albany GA 31707
Advisors at this office
2
Alabama · Colorado · Florida · Georgia · Kentucky · New Mexico · North Carolina · Ohio · South Carolina · Texas · Virginia
23 years of industry experience
OSAIC
2024 - Present • 2 years
Albany, GA
Triad Advisors, Inc.
2017 - 2024 • 7 years
Norcross, GA
Sandefur & Associates, LLC
2012 - Present • 14 years
Albany, GA
Eagle Strategies
2005 - 2016 • 11 years
Albany, GA
Nylife Securities
2003 - 2017 • 14 years
Macon, GA
New York LIfe
2003 - 2017 • 14 years
Macon, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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