Clem Wilkes, financial advisor Johnson City TN
68 score

Clem Wilkes

CRD Number: 1026732
Current Firm: Raymond James Financial Services Advisors, Inc.

Clem Wilkes (CRD# 1026732) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Johnson City, TN and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Johnson City, TN Jan 2009 - Current 7
Golden Rule Health Insurance Johnson City, TN Nov 2006 - Current 10
Citizens Investment Services, Inc. Johnson City, TN Nov 2006 - Current 10
Real Estate Jonesborough, TN Sep 2005 - Current 11
Raymond James Financial Services, Inc. Johnson City, TN Jan 1999 - Current 17
Citizens Bank Johnson City, TN Jan 1999 - Current 17
Friends Of Mountain States Johnson City, TN Sep 2008 - Jul 2014 5
Johnson City Parks & Recreation Advisory Board Johnson City, TN Jul 2008 - Jul 2013 5
Pcd Partnership Johnson City, TN Sep 2005 - Aug 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1982
S65 NASAA Investment Advisors Law Examination Sep 1994
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Clem C. Wilkes
Phone Number: 727-567-5877
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
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

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BADGES
68

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