William H. Wilkinson
Professional summary
William Harold Wilkinson III, AIF®, CFP®, ChFC®, CLU® is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Scottsdale, Arizona.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Harold Wilkinson III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
November 7, 2024 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 10037 E Dynamite Blvd Ste C-110, Scottsdale, AZ 85262July 15, 2005 - March 3, 2025
360 WEALTH MANAGEMENT, INC.
June 27, 2003 - August 11, 2005
GENEOS WEALTH MANAGEMENT, INC.
March 20, 1995 - July 1, 2003
ROUND HILL SECURITIES, INC.
February 7, 1995 - March 1, 1995
ROUND HILL SECURITIES, INC.
March 26, 1993 - March 3, 1995
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.
Primary Firm SEC Registration
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/7/2024)
Exams
Current Firm
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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