FW
FW

Frank Ernest Wilson

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000
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Location

900 8th St, Ste. 316, Wichita Falls, TX, 76301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Frank is involved in several business activities, including ownership in oil and gas exploration and operating companies (Addax Exploration LLC and Addax Operating LLC), a holding company for income-producing properties (Frank E. Wilson Inc), Jefe Oilfield Services LLC, and short-term rental property (Rocking W). He also assists his wife with her jewelry businesses (Moonlight Jewelry Designs and Rocking W Jewelry LLC) and is the membership chair for Texoma Business Leaders.

Employment History
Current Registrations
Institutional Securities Corporation
November 2017 - Present · 8 yrs 3 mos
Isc Advisors, INC.
November 2017 - Present · 8 yrs 3 mos
Institutional Securities CorporationBroker
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2016 - November 2017 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - November 2017 · 1 yr 6 mos
State Registrations9 states
CACOFLMNMTNMOKSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.