Andrew Wilkins, financial advisor Boca Raton FL

Andrew Wilkins

CRD Number: 6018566
Current Firm: Kestra Private Wealth Services, LLC

Andrew Wilkins (CRD# 6018566) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Boca Raton, FL and has over 11 years of experience in the finance industry. Andrew Wilkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kestra Investment Services, LLC Boca Raton, FL Oct 2021 - Current 2
Kestra Private Wealth Services, LLC Boca Raton, FL Oct 2021 - Current 2
Bank Of America, N.a. Boca Raton, FL Sep 2015 - Oct 2021 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton, FL Jul 2015 - Oct 2021 6
Voya Investment Management Company LLC New York, NY May 2014 - Jul 2015 1
Ing Investment Management Windsor, CT Jun 2013 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Andrew D. Wilkins
Phone Number: 844-553-7872
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    4,480
    MILLIONS
  • Total Number of Accounts
    14,374
    ACCOUNTS
  • Average Account Value
    $311,675
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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