Clem WilkesCRD 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 35 years of experience in the finance industry.
Gaam Wealth Advisors, Inc.
Integrity Capital Management
|Raymond James Financial Services Advisors, Inc.||Johnson City, TN||Jan 2009 - Current||8|
|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||18|
|Citizens Bank||Johnson City, TN||Jan 1999 - Current||18|
|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|
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
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
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