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Benjamin Duncan Wilson

WILSON & BOUCHER CAPITAL MANAGEMENT, LLC·MORAGA, California
Series 65Clean record25 years registeredWILSON & BOUCHER CAPITAL MANAGEMENT, LLC
533 MORAGA RD., SUITE 120, MORAGA, CA 94556CRD# 4551276Firm CRD# 134076

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Duncan Wilson · MORAGA, CA
Registration
CRD #4551276 · WILSON & BOUCHER CAPITAL MANAGEMENT, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
Feb 2005 – present
SDR CAPITAL MANAGEMENT, INC.
May 2001 – Apr 2005
SAN FRANCISCO, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 14, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
CRD 134076 · SEC 801-100476
AUM
$231M
Regulatory assets under management
Employees
2
452 client accounts
Services offered by WILSON & BOUCHER CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WILSON & BOUCHER CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Benjamin Duncan Wilson offer?
Benjamin Duncan Wilson specializes in Financial Planning, Investment Management. Contact their office in MORAGA, California for a consultation.
What are Benjamin Duncan Wilson's credentials?
Benjamin Duncan Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Duncan Wilson located?
Benjamin Duncan Wilson is based in MORAGA, California, working with WILSON & BOUCHER CAPITAL MANAGEMENT, LLC. Their office serves clients in the MORAGA metropolitan area and surrounding communities.
How does Benjamin Duncan Wilson charge for services?
Benjamin Duncan Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILSON & BOUCHER CAPITAL MANAGEMENT, LLC?
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WILSON & BOUCHER CAPITAL MANAGEMENT, LLC

James Brian Boucher
MORAGA, CA

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