Unclaimed
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.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
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)
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
Active
Inactive
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