Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Randolph Wilkins Jr. is a financial advisor with over 30 years of experience in the industry. William is currently registered with LPL Financial LLC and has previously been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. He is licensed to provide investment advice in several states, including Ohio, Texas, California, Florida, Georgia, Illinois, Indiana, Kentucky, Mississippi, North Carolina, Pennsylvania, and Washington. William holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE designation. He is also a Certified Financial Planner. William's experience and expertise allows him to provide a wide range of financial services to individual and institutional clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
06/06/2016 - Present
LPL Financial LLC (MASON OH)
KY
03/14/2003 - 01/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MITCHELL KY)
RI
09/23/1992 - 03/25/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Wilkins is the right advisor for you? Invested Better is here to help.
