Andrew WilkinsCRD Number: 6018566
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Andrew Wilkins (CRD# 6018566) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 4 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Bank Of America, N.a.||Boca Raton, FL||Sep 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boca Raton, FL||Jul 2015 - Current||2|
|Voya Investment Management Company LLC||New York, NY||May 2014 - Jul 2015||1|
|Ing Investment Management||Windsor, CT||Jun 2013 - May 2014||< 1|
|Ing Annuity & Life Insurance||Windsor, CT||Jan 2012 - May 2013||1|
|Meredith Corporation||Rocky Hill, CT||Jan 2009 - Jan 2012||3|
|Gromally Broadcasting||Springfield, MA||Sep 2008 - Dec 2008||< 1|
|Pochmelitza, LLC||Marlborough, CT||Apr 2008 - Aug 2008||< 1|
|Crown Wine And Spirits||Ft. Lauderdale, FL||Jun 2007 - Apr 2008||< 1|
|Education||Doylestown, PA||Aug 1991 - Jun 2007||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.