Chad Wilkinson, financial advisor Buffalo NY
93 score

Chad Wilkinson

CRD Number: 3007839
Current Firm: Nfp Advisor Services, LLC

Chad Wilkinson (CRD# 3007839) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Buffalo, NY and has over 18 years of experience in the finance industry.

Similar Advisors
Steven Elwell, financial advisor Buffalo NY
Steven M. Elwell
CRD# 6041661
Level Financial Advisors, Inc.
Score
103
Similar Advisors
Gregory Ahrens, CFP, ChFC, financial advisor Buffalo NY
Gregory A. Ahrens, CFP, ChFC
CRD# 5386619
Park Avenue Securities LLC
Score
101
Similar Advisors
Joseph Feeley, financial advisor Buffalo NY
Joseph P. Feeley
CRD# 4649710
Linwood Investment Advisors Inc.
Score
101
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Financial Telesis Inc. S, CA Nov 2011 - Current 5
P & A Group Buffalo, NY Oct 2011 - Current 5
Nfp Securities, Inc. Buffalo, NY Aug 2014 - Apr 2016 1
Royal Alliance Associates Fairport, NY Apr 2011 - Oct 2011 < 1
Cadaret, Grant & Company, Inc. Vestal, NY Jul 2009 - Apr 2011 1
The Partners Vestal, NY Jul 2009 - Apr 2011 1
Ing Financial Advisers, LLC Syracuse, NY May 2002 - Jul 2009 7
Ing Syracuse, NY Jan 2001 - Jul 2009 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 1998
Contact Info for Chad A. Wilkinson
Phone Number: 512-697-6000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
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
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 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.