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KC Wilson
Analyst-Equity at Chas. P. Smith & Associates, PA, CPAs
Profile
Mr. KC Wilson is a Senior Portfolio Analyst at Chas.
P.
Smith & Associates, PA, CPAs.
His role includes account analysis, trading, maintenance, and reconciliation of account portfolios.
He graduated from Florida Southern College where he majored in Business Administration & Accounting.
KC Wilson active positions
Companies | Position | Start |
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Chas. P. Smith & Associates, PA, CPAs
![]() Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Analyst-Equity | 2015-12-31 |
Training of KC Wilson
Florida Southern College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Chas. P. Smith & Associates, PA, CPAs
![]() Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Finance |
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