Unclaimed
Brian Ruston Wilkins is an Investment Advisor Representative associated with Cetera Investment Advisers LLC. Brian has been in the industry since 2008. Brian is licensed to sell securities in Alabama, California, Florida, Georgia, Illinois, Kentucky, North Carolina, Pennsylvania, South Carolina, and Tennessee. Brian specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Brian is also registered as an Investment Advisor Representative in Georgia. Previously Brian was employed by Wells Fargo Advisors, LLC and AmSouth Investment Services, Inc..
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 3/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 5/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Wilkins is the right advisor for you? Invested Better is here to help.