Robert Wilkes (CRD# 467118) is an Investment Advisor Representative working at The Robert J. Wilkes Planning Forum in Binghamton, NY and has over 37 years of experience in the finance industry.
CRD# 2135902
Stifel, Nicolaus & Company, Incorporated
CRD# 4286870
Lesko Securities, Inc.
CRD# 6348734
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services, Inc. | Monaca, PA | Mar 2017 - Current | 7 |
| Wilkes Johnson Comprehensive Planning Instutute | Johnson City, NY | May 2004 - Current | 20 |
| The Robert J Wilkes Planning Forum | Binghamton, NY | Feb 2001 - Current | 23 |
| H.beck, Inc. | Rockville, MD | Nov 2009 - Dec 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2001 |
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.