Steven WilkinsonCRD Number: 5294043
Current Firm: Monarch Plan Advisors
Steven Wilkinson (CRD# 5294043) is an Investment Advisor Representative working at Monarch Plan Advisors in Simi Valley, CA and has over 11 years of experience in the finance industry.
Fried Asset Management, Inc.
Felicitas Investors LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2014 - Current||3|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2014 - Current||3|
|Monarch Corporate Advisors||Westlake Village, CA||Nov 2013 - Current||4|
|Financial Telesis Inc.||San Rafael, CA||Jul 2010 - Aug 2014||4|
|401k Advisors||Westlake Village, CA||Oct 2013 - Oct 2013||< 1|
|401k Advisors Inc.||Aliso Viejo, CA||Apr 2013 - Oct 2013||< 1|
|Spach Financial||Woodland Hills, CA||Jul 2010 - Oct 2013||3|
|Bank Of America, Na||Encino, CA||Sep 2009 - Jul 2010||< 1|
|Merrill Lynch||Encino, CA||Jul 2008 - Jul 2010||2|
|Lotter Group||Newport Beach, CA||Sep 2007 - Jul 2008||< 1|
|Wells Fargo Investments||Simi Valley, CA||Feb 2007 - Jul 2008||1|
|Wells Fargo Bank||Simi Valley, CA||Mar 2006 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management55MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$18,238,564
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
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