John Wilkie, financial advisor San Antonio TX
93 score

John Wilkie

CRD Number: 5353731
Current Firm: Lpl Financial LLC

John Wilkie (CRD# 5353731) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 9 years of experience in the finance industry.

Similar Advisors
David Alvarez, financial advisor San Antonio TX
David K. Alvarez
CRD# 4957825
Intercontinental Wealth Advisors, LLC
Score
103
Similar Advisors
Ramiro Marmolejo, financial advisor San Antonio TX
Ramiro Marmolejo
CRD# 2834731
Wealth Watch Advisors, LLC
Score
103
Similar Advisors
Neil Vannoy, financial advisor San Antonio TX
Neil R. Vannoy
CRD# 4131344
Vannoy Advisory Group, Inc.
Score
103
Company Name Location Dates Years
Lpl Financial LLC San Antonio, TX Apr 2015 - Current 1
Wells Fargo Advisors San Antonio, TX Jun 2012 - Mar 2015 2
Lpl Financial Corporation San Antonio, TX May 2008 - Jun 2012 4
Ifmg Securities, Inc. San Antonio, TX Dec 2007 - May 2008 < 1
Ibc San Antonio, TX Dec 2007 - May 2008 < 1
Unemployed San Antonio, TX Oct 2007 - Dec 2007 < 1
Edward Jones Saint Louis, MO Jun 2007 - Oct 2007 < 1
Extended Travel Aurora, CO Oct 2006 - May 2007 < 1
Wilkie & Associates Torreon, Feb 1994 - Sep 2006 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for John L. Wilkie
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.