Unclaimed
Brian Ruston Wilkins is a registered investment advisor representative with Cetera Investment Advisers LLC. Brian has been in the financial services industry since 2008 and is licensed to provide investment advice in 11 states. Brian previously worked with WELLS FARGO ADVISORS, LLC in ROME, GA and AMSOUTH INVESTMENT SERVICES, INC. in BIRMINGHAM, AL. Brian has a Series 6, Series 7, Series 63, and Series 66 license, and the Securities Industry Essentials Examination (SIE). Cetera Investment Advisers LLC is a financial services firm that provides investment advisory services to individuals, families, and businesses. The firm's main office is located in Schaumburg, Illinois. Cetera Investment Advisers LLC has over 6,645 investment adviser representatives, and manages over 104 billion in assets for over 423,554 clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
03/25/2016 - Present
Cetera Investment Advisers LLC (ROME GA)
GA
05/14/2008 - 08/22/2011
WELLS FARGO ADVISORS, LLC (ROME GA)
AL
01/17/2003 - 10/07/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 03/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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