Steven Wilkinson, financial advisor Simi Valley CA
93 score

Steven Wilkinson

CRD Number: 5294043
Current Firm: Cambridge Investment Research Advisors, Inc.

Steven Wilkinson (CRD# 5294043) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Simi Valley, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Aug 2014 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2014 - Current 2
Monarch Corporate Advisors Westlake Village, CA Nov 2013 - Current 3
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
Wells Fargo Wealth Management Simi Valley, CA Jan 2007 - Sep 2007 < 1
Wells Fargo Bank Simi Valley, CA Mar 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
Contact Info for Steven T. Wilkinson
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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

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

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