Barbara WilkensCRD Number: 1098559
Current Firm: Certified Advisory Corp
Barbara Wilkens (CRD# 1098559) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 34 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Maitland Securities, Inc.||Altamonte Springs, FL||Jan 2012 - Current||6|
|Certified Advisory Corp||Altamonte Springs, FL||Jun 2011 - Current||6|
|Transam Securities, Inc.||Altamonte Springs, FL||Jul 2010 - Current||7|
|Certified Insurance Corp||Altamonte Springs, FL||Jul 2010 - Current||7|
|Ameriprise Financial Services Inc.||Orlando, FL||Apr 2006 - Jun 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management1,010MILLIONS
Total Number of Accounts3,437ACCOUNTS
Average Account Value$293,741
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, CA, CO, CT, FL, GA, LA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA
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