Steven Wilkinson (CRD# 5294043) is an Investment Advisor Representative working at Monarch Plan Advisors in Simi Valley, CA and has over 17 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (k)quote | Simi Valley, CA | Aug 2019 - Current | 4 |
| 3(38) Investment Fiduciaries | Simi Valley, CA | Oct 2018 - Current | 5 |
| Monarch Plan Advisors | Simi Valley, CA | Nov 2013 - Current | 10 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2014 - Dec 2017 | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2014 - Dec 2017 | 3 |
| Financial Telesis Inc. | San Rafael, CA | Jul 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Pension consulting services
CA, FL, NC
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