Carroll Wilkerson, financial advisor Columbia MO
96 score

Carroll Wilkerson

CRD Number: 1395035
Current Firm: V Wealth Advisors LLC

Carroll Wilkerson (CRD# 1395035) is an Investment Advisor Representative working at V Wealth Advisors LLC in Columbia, MO and has over 32 years of experience in the finance industry. Carroll Wilkerson 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Columbia, MO Jan 2017 - Current 1
V Wealth Advisors LLC Overland Park, KS Jan 2017 - Current 1
Missouri Conservation Heritage Foundation Jefferson City, MO Jan 2014 - Current 4
The W Group LLC Columbia, MO Jul 2008 - Current 9
Cmo LLC Columbia, MO Mar 1997 - Current 21
Rotary International Columbia, MO Oct 2007 - Jan 2017 9
Various Insurance Carriers For W&r Insurance Agencies Columbia, MO Sep 1985 - Jan 2017 31
Waddell & Reed, Inc. Columbia, MO Jul 1985 - Jan 2017 31
Sunrise Southwest Rotary Club Columbia, MO Jul 2013 - Jul 2016 3
K-life Columbia, MO Sep 2009 - Jun 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
Contact Info for Carroll W. Wilkerson
Phone Number: 913 827-4600
Firm Website: http://www.vwealth.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    626
    MILLIONS
  • Total Number of Accounts
    3,986
    ACCOUNTS
  • Average Account Value
    $157,120
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MN, MO, NC, NE, NY, OH, OK, PA, SC, TN, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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