Eric Richard Wilkinson
Professional Summary
Eric Richard Wilkinson was a registered financial advisor. Eric was a previously registered financial professional and started their career in finance 1994 - 2000. Eric had worked at 1 firm and has passed the Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
BEACON FINANCIAL SERVICES, L.P. | THE BEACON GROUP CAPITAL SERVICES, L.L.C.
Contact Information
Established
Delaware since 05/10/1995Firm Type
Limited Liability CompanyFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE BEACON GROUP, LLC | MEMBER | — |
| BOISI, GEOFFREY THOMAS | MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER | 25064 |
| COULTER, DAVID ALAN | MANAGING DIRECTOR | 1729788 |
| GUILFOILE, MARY JULE | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | 2303133 |
| HERBST, RICHARD WILLIAM | MANAGING DIRECTOR | 830343 |
| HERRMANN, JOHN A JR | MANAGING DIRECTOR | 244179 |
| LYNCH, ALEXANDER PARSONS | MANAGING DIRECTOR | 836911 |
| MACWILLIAMS, JOHN JOSEPH | MANAGING DIRECTOR; CHIEF LEGAL OFFICER | 1452873 |
| MENDELL, THOMAS GILBERT | MANAGING DIRECTOR | 832185 |
| MILLER, PRESTON RUSSELL | MANAGING DIRECTOR | 705014 |
| MILLNER, STEVEN CAREY | CHIEF FINANCIAL OFFICER | 2462209 |
| PARKS, ROBERT RALPH JR | MANAGING DIRECTOR | 356957 |
| POTE, HAROLD WILLIAM | MANAGING DIRECTOR | 2419137 |
| RAPPAPORT, ALAN HERMAN | MANAGING DIRECTOR | 1029265 |
| ROSENFELD, FAITH | MANAGING DIRECTOR | 1051168 |
| WILKINSON, ERIC RICHARD | MANAGING DIRECTOR | 2485833 |
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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