Broker Check
Roger Wilson, CFP™, EA

Roger Wilson, CFP™, EA

Roger originally entered the financial services business in the early 1980s as an insurance agent and a tax professional. Since that time Roger has expanded his business to include a full suite of financial planning products and services. He was associated with W.S. Griffith and Company before beginning his own independent practice several years ago. Roger holds the CERTIFIED FINANCIAL PLANNER™ certification. He is also an Enrolled Agent (EA), a designation sponsored by the United States Treasury Department. Roger acts as Office of Supervisory Jurisdiction (OSJ) over other LPL Financial general securities representatives. Roger has been recognized by Barron's as a top advisor.