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Roger Lynn Wilson

WJ WEALTH MANAGEMENT, LLC·GLENDALE, Arizona
SIE, Series 6, Series 7, Series 24, Series 63CFPClean record22 years registeredWJ WEALTH MANAGEMENT, LLC
18275 NORTH 59TH AVENUE, GLENDALE, AZ 85308CRD# 1351206Firm CRD# 170181

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roger Lynn Wilson · GLENDALE, AZ
Registration
CRD #1351206 · WJ WEALTH MANAGEMENT, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

WJ WEALTH MANAGEMENT
Aug 2014 – present
LPL FINANCIAL LLC
Jun 2004 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · June 1, 2004
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WJ WEALTH MANAGEMENT, LLC
CRD 170181 · SEC 801-119053
AUM
$185M
Regulatory assets under management
Employees
6
801 client accounts
Services offered by WJ WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WJ WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Roger Lynn Wilson offer?
Roger Lynn Wilson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GLENDALE, Arizona for a consultation.
What are Roger Lynn Wilson's credentials?
Roger Lynn Wilson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Roger Lynn Wilson located?
Roger Lynn Wilson is based in GLENDALE, Arizona, working with WJ WEALTH MANAGEMENT, LLC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.
How does Roger Lynn Wilson charge for services?
Roger Lynn Wilson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WJ WEALTH MANAGEMENT, LLC?
WJ WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WJ WEALTH MANAGEMENT, LLC

Jeffry Reeves Jones
GLENDALE, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)PHOENIX (137)TUCSON (92)MESA (26)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)
City Guides
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Research
Advisor Fees in ArizonaNational Fee Analysis
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