Gary R. Wilkins

THE BALDWIN GROUP WEALTH ADVISORS

Houston, TX 77056

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CRD#: 2342010

Professional summary

Gary Ray Wilkins is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Houston, Texas.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Gary has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) RAY & PATRICIA WILKINS PROPERTIES LLC. Non-investment related Family owned timber property Timber production Partner No business responsibilities (2) THE BALDWIN GROUP 5151 San Felipe St #2400, Houston, TX 77056 non-investment related Insurance Broker Retirement Consultant-Insurance agent Start date: 05/2021 Twenty five hours a week devoted to responsibilities during trading hours Provide employee benefit options, programs and educational support.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Ray Wilkins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 9, 2024 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Office #1: 5151 San Felipe Street Suite 2400, Houston, TX 77056

RIA

CRD#: 312284

Houston, TX

Past

February 28, 2022 - October 4, 2024

BKS RETIREMENT SERVICES

RIA

CRD#: 304266

Houston, TX

Past

May 14, 1993 - October 11, 2021

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE BALDWIN GROUP WEALTH ADVISORS, LLC

BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/26/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/22/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 12/11/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/13/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 12/11/2022

Investment Company Products/Variable Contracts Principal Examination

Current Firm

THE BALDWIN GROUP WEALTH ADVISORS, LLC

BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

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Contact information

Main Address

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607

Mailing Address

Phone number

(813) 934-2743

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE BALDWIN GROUP WEALTH ADVISORS, LLC ADV P2A 03.26.2025 (4/9/2025)

Regulatory assets under management

Total Number of Accounts	2,356
AUM (Assets Under Management)	$ 21,043,141,324

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.

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Firm Stability Insights

Gary R. Wilkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Ray Wilkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

BKS RETIREMENT SERVICES

EMPOWER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

THE BALDWIN GROUP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2022

Series 63

Date: 4/22/1993

Series 6TO

Date: 12/11/2022

SIE

Date: 10/1/2018

Series 6

Date: 5/13/1993

Series 26

Date: 12/11/2022

Current Firm

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BALDWIN GROUP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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