Robert Wilkinson (CRD# 2592796) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Wakefield, MA and has over 29 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trust Advisory Group, Ltd. | Woburn, MA | May 2016 - Current | 8 |
| Ages Financial Services, Ltd. | Woburn, MA | Oct 2004 - Current | 19 |
| New England Trust Services | Wakefield, MA | May 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management560MILLIONS
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Total Number of Accounts2,056ACCOUNTS
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Average Account Value$272,554
- A percentage of assets under your management
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