Vogt D. Wilkison
Professional summary
Vogt Daniel Wilkison is a registered financial advisor currently at WILKISON INVESTMENT SERVICES, LLC located in Snoqualmie, Washington.
Vogt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Vogt has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vogt Daniel Wilkison's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 6, 1997 - Present
WILKISON INVESTMENT SERVICES, LLC
May 30, 1991 - December 31, 2000
PACIFIC WEST SECURITIES, INC.
August 23, 1989 - August 5, 1991
FINANCIAL PLANNING CLINIC SECURITIES CORP.
July 27, 1988 - June 27, 1989
AMERICORP SECURITIES, INC.
April 27, 1987 - July 27, 1988
PUGET SOUND SECURITIES, INC.
June 3, 1986 - April 30, 1987
KO SECURITIES, INC.
March 21, 1985 - May 23, 1986
WALL STREET WEST, INC.
February 7, 1983 - May 23, 1983
H. JACKSON SHIRLEY & CO. INC.
July 23, 1982 - March 11, 1985
LYNOTT SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/6/1997)
Exams
Current Firm
WILKISON INVESTMENT SERVICES, LLC
CRD#: 116880 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 21,000,000 |
Red Flags
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