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Craig A Wilkey

THE Leaders Group, Inc.

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About Craig A Wilkey

Craig Wilkey is a financial advisor with The Leaders Group, Inc. in LITTLETON, CO. Craig has been in the financial services industry since 1994. Craig holds the following licenses and registrations: Series 6, Series 7, Series 24, and Series 63. Craig is registered in Virginia.

Firm Information

Craig Wilkey is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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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Craig Wilkey’s Registration & Firm History

CO

12/14/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

CO

02/13/2019 - 07/17/2019

THE LEADERS GROUP, INC. (LITTLETON CO)

VA

05/15/2012 - 02/16/2017

HORNOR, TOWNSEND & KENT, INC. (MIDLOTHIAN VA)

IL

12/21/2007 - 10/04/2011

OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)

VA

04/07/2006 - 07/12/2007

NFP SECURITIES, INC. (MIDLOTHIAN VA)

OR

09/30/2005 - 05/05/2006

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

NY

04/23/1986 - 03/10/1998

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/17/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/1997

Series 24 - General Securities Principal Examination

BC

Issued 02/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig A Wilkey.
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