Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Charles Wilkerson is an investment advisor representative, registered with the state of Georgia and Texas. Sam Charles Wilkerson has been in the industry since October 19, 2005 and has been associated with CWM, LLC since March 2020. Sam Charles Wilkerson has held prior positions with Woodbury Financial Services, Inc., Securian Financial Services, Inc., and GPC Securities, Inc.. Sam Charles Wilkerson holds Series 6, 7, 63 and 66 licenses and has passed the Securities Industry Essentials (SIE) exam. Sam Charles Wilkerson specializes in financial planning, portfolio management for individuals, and selection of other advisors. Sam Charles Wilkerson is a Certified Financial Planner™.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
GA
03/09/2020 - Present
CWM, LLC (Atlanta GA)
GA
04/27/2010 - 03/04/2020
WOODBURY FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
10/19/2005 - 04/07/2010
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
09/16/2004 - 10/10/2005
GPC SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 12/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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