Vogt Wilkison, financial advisor Snoqualmie WA

Vogt Wilkison

CRD Number: 1054762
Current Firm: Wilkison Investment Services, LLC

Vogt Wilkison (CRD# 1054762) is an Investment Advisor Representative working at Wilkison Investment Services, LLC in Snoqualmie, WA and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Wilkison Investment Services Bellevue, WA Aug 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
S65 NASAA Investment Advisors Law Examination Oct 1997
Contact Info for Vogt D. 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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