Unclaimed Profile

Valerie Marie Wilson

DECKER WEALTH MANAGEMENT, LLC·NASHVILLE, Tennessee

Series 7, Series 9, Series 10, Series 63, Series 65Clean record22 years registeredDECKER WEALTH MANAGEMENT, LLC

4535 HARDING PIKE, NASHVILLE, TN 37205CRD# 1941683Firm CRD# 150094

Profile Verification

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

Identity

Valerie Marie Wilson · NASHVILLE, TN

Registration

CRD #1941683 · DECKER WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

DECKER WEALTH MANAGEMENT, LLC

Apr 2009 – present

STANFORD GROUP COMPANY

Nov 2008 – Mar 2009

NASHVILLE, TN

BANC OF AMERICA INVESTMENT SERVICES, INC.

Oct 2003 – Nov 2008

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · October 24, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DECKER WEALTH MANAGEMENT, LLC

CRD 150094 · SEC 801-70112

AUM

$361M

Regulatory assets under management

Employees

714 client accounts

Services offered by DECKER WEALTH 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 DECKER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Valerie Marie Wilson offer?

Valerie Marie Wilson specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Valerie Marie Wilson's credentials?

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

Where is Valerie Marie Wilson located?

Valerie Marie Wilson is based in NASHVILLE, Tennessee, working with DECKER WEALTH MANAGEMENT, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Valerie Marie Wilson charge for services?

Valerie Marie 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 DECKER WEALTH MANAGEMENT, LLC?

DECKER WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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