Milton WilkinsCRD Number: 2969908
Current Firm: Rbf & Company Wealth Advisors
Milton Wilkins (CRD# 2969908) is an Investment Advisor Representative working at Rbf & Company Wealth Advisors in Saint Louis, MO and has over 19 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Triad Advisors, Inc.||St. Louis, MO||Jul 1998 - Current||19|
|Roman, Butler, Fullerton||Creve Coeur, MO||Nov 1997 - Current||19|
|Mercer Investment Consulting (f/k/a Hammond Assoc.)||St. Louis, MO||Aug 2003 - Dec 2015||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1997|
|S65||NASAA Investment Advisors Law Examination||Aug 2003|
Total Assets Under Management208MILLIONS
Total Number of Accounts897ACCOUNTS
Average Account Value$231,351
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, IL, MO, NH, OH, TX
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