Daniel Wilkison, financial advisor Snoqualmie WA

Daniel Wilkison

CRD Number: 3242605
Current Firm: Wilkison Investment Services, LLC

Daniel Wilkison (CRD# 3242605) is an Investment Advisor Representative working at Wilkison Investment Services, LLC in Snoqualmie, WA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Wilkison Investment Services Bellevue, WA Mar 2001 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S66 NASAA Uniform Combined State Law Examination Feb 2000
Contact Info for Daniel J. Wilkison
Phone Number: 425-295-7028
Registered State(s):
  • WA
Current Firm Details
Wilkison Investment Services, LLC
Firm's CRD Number: 116880
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $263,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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