Wilkison Investment Services, LLC

Wilkison Investment Services, LLC (CRD# 116880) is a financial advisory firm headquartered in , . They manage $6,075,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $75,938
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Wilkison Investment Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel J. Wilkison
CRD#: 3242605
Snoqualmie, WA
93
Wealthminder
score

Daniel Wilkison (CRD# 3242605) is an Investment Advisor Representative working at Wilkison Investment Services, LLC in Snoqualmie, WA and has over 17 years of experience in the finance industry.

2
Vogt D. Wilkison
CRD#: 1054762
Snoqualmie, WA
93
Wealthminder
score

Vogt Wilkison (CRD# 1054762) is an Investment Advisor Representative working at Wilkison Investment Services, LLC in Snoqualmie, WA and has over 34 years of experience in the finance industry.

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