Michael Wilkerson (CRD# 3127169) is an Investment Advisor Representative working at Arbor Point Advisors in Frankfort, KY and has over 25 years of experience in the finance industry. Michael Wilkerson 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.
CRD# 5157750
Context Financial LLC
CRD# 1061144
Ameriprise Financial Services, LLC
CRD# 6589185
Biechele Royce Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arbor Point Advisors | Frankfort, KY | Mar 2023 - Current | 1 |
| Securities America, Inc. | Frankfort, KY | Mar 2023 - Current | 1 |
| Lpl Financial LLC | Frankfort, KY | Sep 2018 - Mar 2023 | 4 |
| Commonwealth Financial Network | Waltham, MA | Mar 2012 - Sep 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
- KY
- TX
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- 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)
- 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, WY
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