Ronald Wilkinson (CRD# 1050160) is an Investment Advisor Representative working at Security First Advisors in Portland, OR and has over 41 years of experience in the finance industry. Ronald Wilkinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Wealth Advisors, Inc. | Clackamas, OR | Feb 2024 - Current | < 1 |
| Pinnacle Wealth Advisors, Inc. | Clackamas, OR | Nov 2023 - Current | < 1 |
| Security First Advisors, Inc. | Portland, OR | Jan 1997 - Current | 27 |
| Rem 22, Inc. (fka Russell Wilkinson Rerick, Inc.) | Vancouver, WA | Mar 2007 - Nov 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1982 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
- OR
- TX
- WA
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts1,213ACCOUNTS
-
Average Account Value$191,480
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, ID, OR, TX, WA
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