Linda D. Wilkins
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Linda Danette Wilkins, who also goes by Linda Danette Curry, Linda Danette Curry, Linda Danette Wilkins, Linda D Wilkins, was a registered financial professional .
Linda is a previously registered financial professional and started their career in finance in 1998. Linda had worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 11, 2021 - August 23, 2025
SCHWAB WEALTH ADVISORY, INC.
August 3, 2021 - August 23, 2025
CHARLES SCHWAB & CO., INC.
August 17, 2018 - August 12, 2021
RAYMOND JAMES & ASSOCIATES, INC.
May 1, 2017 - September 18, 2017
THRIVENT INVESTMENT MANAGEMENT INC.
November 29, 2005 - May 11, 2015
SCOTTRADE, INC.
January 5, 2004 - January 29, 2004
EDWARD JONES
May 27, 1998 - October 1, 2003
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
