David Wilkins (CRD# 1365056) is an Investment Advisor Representative working at Secure Retirement Advisors, LLC in Eloy, AZ and has over 36 years of experience in the finance industry.
CRD# 4991483
Edward Jones
CRD# 6026097
State Farm Investment Management Corp.
CRD# 1668492
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secure Retirement Advisors, LLC | Eloy, AZ | Feb 2011 - Current | 13 |
| Secure Retirement Solutions, Inc. | Eloy, AZ | Jul 2010 - Current | 13 |
| Secure College Funding | Chandler, AZ | Jan 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ
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