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Alexander Wilson

Investment adviser representative at Provident Financial Planning in Addison, TX

Investment adviser registrationUpdated

Alexander Wilson is an investment adviser representative at Provident Financial Planning, LLC, an investment adviser managing $174M, and works from its Addison, TX office. Alexander Wilson has been registered through Provident Financial Planning since 12 February 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Alexander Wilson has been an investment adviser representative at Provident Financial Planning since February 2026, and is not listed among the firm’s executive officers or direct owners.

Provident Financial Planning, LLC is an Addison, TX firm with $174M under management, 72 clients and 2 advisers across 5 offices, as of its March 2026 filing.

  1. – present · under a year
    Addison, TX · Adviser representative · Firm CRD 291830

Credentials and registrations

Investment adviser representative registrations

Alexander Wilson is registered as an investment adviser representative in Texas, since February 2026.

  • TexasSince 12 February 2026

Examinations

Series 6512 February 2026
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Alexander Woodrow Wilson
CRD
8216285
Office
15790 DOOLEY ROAD, SUITE 212, Addison, TX 75001
Registration
Investment adviser registration
In the industry since
February 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Alexander Wilson work?

Alexander Wilson is an investment adviser representative registered through Provident Financial Planning, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Alexander Wilson a financial advisor?

Yes. Alexander Wilson has a current investment-adviser registration in Texas, through Provident Financial Planning since February 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Alexander Wilson have?

Alexander Wilson has 0 years in the financial industry, since February 2026, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Alexander Wilson passed?

Alexander Wilson passed the Series 65 in February 2026.

Source: IAPD individual record, checked 22 October 2026

Where is Alexander Wilson based?

Alexander Wilson’s registered office is in Addison, TX.

Source: IAPD individual record, checked 22 October 2026

Is Alexander Wilson registered with FINRA?

No. Alexander Wilson has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Alexander Wilson’s record?

Search CRD 8216285 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexander Wilson’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Provident Financial Planning

Sources

  1. IAPD individual record, CRD 8216285, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Provident Financial Planning, LLC, filed 24 March 2026. Executive officers and direct owners; this person is not among them.