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Linda Danette Wilkins

Schwab Wealth Advisory, Inc.

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About Linda Danette Wilkins

Linda Wilkins is a financial advisor who has been active in the industry since 2003. Linda is currently registered with Schwab Wealth Advisory, Inc. and has previously worked at RAYMOND JAMES & ASSOCIATES, INC., THRIVENT INVESTMENT MANAGEMENT INC., SCOTTRADE, INC., EDWARD JONES, and CHARLES SCHWAB & CO., INC.. Linda has a Series 63, 66 and 7 license. Linda's firm provides financial planning and portfolio management services to individuals and businesses.

Firm Information

Linda Wilkins is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Linda Wilkins’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 10/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Linda Danette Wilkins.
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