Unclaimed Profile

Loyal W Wilson

PRIMUS CAPITAL PARTNERS, INC.·MAYFIELD HEIGHTS, Ohio

Clean recordPRIMUS CAPITAL PARTNERS, INC.

5900 LANDERBROOK DRIVE, MAYFIELD HEIGHTS, OH 44124-4085CRD# 6022712Firm CRD# 156861

Profile Verification

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

Identity

Loyal W Wilson · MAYFIELD HEIGHTS, OH

Registration

CRD #6022712 · PRIMUS CAPITAL PARTNERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Loyal W Wilson is a registered financial advisor based in MAYFIELD HEIGHTS, Ohio, affiliated with PRIMUS CAPITAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PRIMUS CAPITAL PARTNERS, INC.

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PRIMUS CAPITAL PARTNERS, INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6022712

Firm CRD# 156861

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Loyal W Wilson offer?

Loyal W Wilson specializes in Retirement Planning. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.

What are Loyal W Wilson's credentials?

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

Where is Loyal W Wilson located?

Loyal W Wilson is based in MAYFIELD HEIGHTS, Ohio, working with PRIMUS CAPITAL PARTNERS, INC.. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.

How does Loyal W Wilson charge for services?

Loyal W Wilson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIMUS CAPITAL PARTNERS, INC.?

PRIMUS CAPITAL PARTNERS, INC. has approximately 20 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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