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Paul W
CFP®, Series 63
Golden Valley, MN
Private Advisor Group, LLC
Paul Wilson is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2012. He also maintains an affiliation with LPL Financial. Wilson has additional involvement in the sales and servicing of fixed life, disability, long-term care, and health insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a range of investment strategies and supporting held-away account management through technological partnerships.
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