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Christopher Keith Wilkinson

Sharebuilder 401k

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About Christopher Keith Wilkinson

Christopher Wilkinson is a financial advisor who has been working in the industry for over 20 years. Christopher is currently registered with Sharebuilder 401k, a firm that provides advisory services to pension and profit-sharing plans. Christopher has a background in financial services and has worked with a variety of firms throughout their career. Christopher has worked with Capital One Investing, LLC, Capital One Investment Services LLC, Spire Securities, LLC, LPL Financial Corporation, Girard Securities, Inc., MICG Investment Management, LLC, UBS Financial Services Inc., Wachovia Securities, LLC, BB&T Investment Services, Inc., First Union Capital Markets Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher is a licensed Investment Advisor Representative and holds the Series 63, 65, 7, 9, 10, and 24 licenses. Christopher has worked with a wide range of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Christopher specializes in providing financial planning and portfolio management services to clients. Christopher is committed to providing clients with the highest quality of service and is dedicated to helping them achieve their financial goals.

Firm Information

Christopher Wilkinson is currently registered with Sharebuilder 401k. Sharebuilder 401k is a Seattle, WA-based firm that provides pension consulting and educational seminars. They specialize in serving pension and profit-sharing plans, with approximately 5,500 clients. The firm has 16 investment adviser representatives and 5 investment advisory functions.
Sharebuilder 401k

801 SECOND AVE

SEATTLE, WA 98104

Not reported

Assets Under Management

5,500

Total Clients

18

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Wilkinson’s Registration & Firm History

VA

04/19/2023 - Present

Sharebuilder 401k (Richmond VA)

VA

01/02/2015 - 06/12/2019

CAPITAL ONE INVESTING, LLC (McLean VA)

VA

02/14/2013 - 01/02/2015

CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)

VA

11/17/2011 - 08/29/2012

SPIRE SECURITIES, LLC (MCLEAN VA)

VA

05/25/2010 - 09/13/2010

LPL FINANCIAL CORPORATION (GLEN ALLEN VA)

VA

05/10/2010 - 05/17/2010

GIRARD SECURITIES, INC. (NEWPORT NEWS VA)

VA

12/08/2009 - 05/07/2010

MICG INVESTMENT MANAGEMENT, LLC (RICHMOND VA)

VA

03/21/2008 - 01/06/2009

UBS FINANCIAL SERVICES INC. (RICHMOND VA)

VA

02/03/2006 - 07/11/2007

WACHOVIA SECURITIES, LLC (RICHMOND VA)

NC

02/16/2005 - 10/24/2005

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MO

10/01/1999 - 01/06/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

10/09/1998 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NY

07/11/1996 - 10/16/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/20/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/21/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/09/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Keith Wilkinson.
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