James WilkinsonCRD Number: 1278645
Current Firm: Vsr Advisory Services
James Wilkinson (CRD# 1278645) is an Investment Advisor Representative working at Vsr Advisory Services in Chesterfield, MO and has over 33 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Vsr Advisory Services||Overland Park, KS||Aug 2007 - Current||10|
|Vsr Financial Services||Chesterfield, MO||Jun 2004 - Current||13|
|Wilkinson Real Estate||Chesterfield, MO||Jan 1984 - Current||33|
|Delta Investments||Chesterfield, MO||Sep 1982 - Current||35|
|The Masters (division Of Vsr)||Overland Park, KS||Jun 2004 - Aug 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
Total Assets Under Management3,101MILLIONS
Total Number of Accounts16,944ACCOUNTS
Average Account Value$183,033
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
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
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