Richard Wilkinson (CRD# 6064871) is an Investment Advisor Representative working at Terra Wealth in Shrewsbury, PA and has over 11 years of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 2281395
Raymond James & Associates, Inc.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cape Securities, Inc. | Mcdonough, GA | Sep 2022 - Current | 1 |
| Terra Wealth Management, LLC | Shrewsbury, PA | Sep 2022 - Current | 1 |
| Pfs Investments Inc. | Shrewsbury, PA | Jun 2012 - Sep 2022 | 10 |
| Primerica Financial Services | Shrewsbury, PA | Mar 2012 - Sep 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- PA
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Total Assets Under Management167MILLIONS
-
Total Number of Accounts1,648ACCOUNTS
-
Average Account Value$101,550
- 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
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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