Unclaimed Profile

Donald Winfred Wilson

BRIGHTWORTH, LLC·ATLANTA, Georgia

Series 65Clean record23 years registeredBRIGHTWORTH, LLC

3344 PEACHTREE ROAD, NE, ATLANTA, GA 30326CRD# 3062301Firm CRD# 109569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Winfred Wilson · ATLANTA, GA

Registration

CRD #3062301 · BRIGHTWORTH, LLC · 23 years registered

Brand Profile

Not yet started

Career History

PANDOWEALTH. LLC

Jun 2024 – present

CI PRIVATE WEALTH

Nov 2022 – Apr 2023

ATLANTA, GA

CI BRIGHTWORTH PRIVATE WEALTH

Apr 2003 – Mar 2023

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 28, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHTWORTH, LLC

CRD 109569 · SEC 801-57003

AUM

$5.4B

Regulatory assets under management

Employees

7,498 client accounts

Services offered by BRIGHTWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRIGHTWORTH, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Winfred Wilson offer?

Donald Winfred Wilson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Donald Winfred Wilson's credentials?

Donald Winfred Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Winfred Wilson located?

Donald Winfred Wilson is based in ATLANTA, Georgia, working with BRIGHTWORTH, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Donald Winfred Wilson charge for services?

Donald Winfred Wilson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHTWORTH, LLC?

BRIGHTWORTH, LLC has approximately 79 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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