Douglas Wilkinson, financial advisor Phoenix AZ
93 score

Douglas Wilkinson

CRD Number: 1957009
Current Firm: Bbva Wealth Solutions Inc.

Douglas Wilkinson (CRD# 1957009) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Phoenix, AZ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Compass Insurance Agency Austin, TX Dec 2015 - Current 1
Bbva Securities Inc. Phoenix, AZ Sep 2015 - Current 1
Compass Bank Birmingham, AL Sep 2015 - Current 1
Bbva Wealth Solutions Inc. Phoenix, AZ Sep 2015 - Current 1
J.p. Morgan Securities LLC Fort Worth, TX Oct 2012 - Aug 2015 2
Jpmorgan Chase Fort Worth, TX Nov 2011 - Aug 2015 3
Chase Investment Services Corp Fort Worth, TX Nov 2011 - Oct 2012 < 1
Summit Alliance Dallas, TX Sep 2011 - Oct 2011 < 1
Unemployed Miami, FL Apr 2010 - Aug 2011 1
Proequities, Inc. Indianapolis, IN Nov 2006 - Apr 2010 3
Protective Life Indianapolis, IN Jul 2006 - Mar 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
S63 Uniform Securities State Law Examination Nov 1995
Contact Info for Douglas P. Wilkinson
Phone Number: 713-552-9277
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $393,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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