Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Wilkins is a financial advisor with Schwab Wealth Advisory, INC. Linda has been in the industry since 2003 and holds Series 7, 63 and 66 licenses as well as the SIE exam. Linda is registered with the state of Indiana and Texas. She specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Linda has previously worked with Raymond James & Associates, INC. and Thrivent Investment Management 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
08/17/2018 - 08/12/2021
RAYMOND JAMES & ASSOCIATES, INC. (Carmel IN)
TX
05/01/2017 - 09/18/2017
THRIVENT INVESTMENT MANAGEMENT INC. (Cedar Park TX)
TX
11/29/2005 - 05/11/2015
SCOTTRADE, INC. (AUSTIN TX)
MO
01/05/2004 - 01/29/2004
EDWARD JONES (ST. LOUIS MO)
TX
05/27/1998 - 10/01/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 10/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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