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James Edward Wilkerson

Guidestone Financial Services

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About James Edward Wilkerson

James Edward Wilkerson is a registered representative with Guidestone Financial Services. James has been working in the financial services industry since 2012 and has held previous positions with PFPC Distributors, INC.. James is registered with the state of Texas and is licensed to sell securities in the states of Alabama, Arkansas, California, Florida, Hawaii, Louisiana, Missouri, Oklahoma, South Carolina, Tennessee, and Texas. James holds Series 6 and Series 63 securities licenses as well as the SIE exam.

Firm Information

James Wilkerson is currently registered with Guidestone Financial Services. Guidestone Financial Services is a corporation formed on June 26, 2008, registered with the Securities and Exchange Commission and all 50 states, as well as the District of Columbia and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

51

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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James Wilkerson’s Registration & Firm History

TX

09/18/2014 - Present

Guidestone Financial Services (DALLAS TX)

ME

01/09/2001 - 06/13/2003

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

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Licenses & Designations

BC

Issued 03/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Edward Wilkerson.
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