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Roger Lynn Wilson

WJ WEALTH MANAGEMENT, LLC·GLENDALE, Arizona
Clean recordWJ 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Roger Lynn Wilson is a registered financial advisor based in GLENDALE, Arizona, affiliated with WJ WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WJ WEALTH MANAGEMENT, LLC
WJ WEALTH MANAGEMENT
AUM
$185M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WJ WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1351206
Firm CRD# 170181
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 (467)PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)PEORIA (20)PRESCOTT (12)GILBERT (10)YUMA (9)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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