Christopher K. Wilkinson

SHAREBUILDER 401K

Richmond, VA

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CRD#: 2749952

Professional summary

Christopher Keith Wilkinson, who also goes by Chris Wilkinson, Christopher Wilkinson, is a registered financial advisor currently at SHAREBUILDER 401K located in Richmond, Virginia.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Christopher has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Wilkinson | Christopher Wilkinson

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Keith Wilkinson'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

April 19, 2023 - Present

SHAREBUILDER 401K

RIA

CRD#: 300537

Richmond, VA

Past

August 2, 2019 - April 18, 2022

SHAREBUILDER 401K

RIA

CRD#: 300537

Richmond, VA

Past

January 28, 2015 - August 1, 2019

CAPITAL ONE ADVISORS, LLC

RIA

CRD#: 136865

Glen Allen, VA

Past

January 2, 2015 - June 12, 2019

CAPITAL ONE INVESTING, LLC

CRD#: 45744

McLean, VA

Past

February 14, 2013 - January 28, 2015

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA

CRD#: 127236

MELVILLE, NY

Past

February 14, 2013 - January 2, 2015

CAPITAL ONE INVESTMENT SERVICES LLC

CRD#: 25658

MCLEAN, VA

Past

November 17, 2011 - August 29, 2012

SPIRE SECURITIES, LLC

CRD#: 144131

MCLEAN, VA

Past

October 25, 2011 - August 29, 2012

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

MCLEAN, VA

Past

May 25, 2010 - September 13, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

GLEN ALLEN, VA

Past

May 25, 2010 - September 13, 2010

LPL FINANCIAL LLC

CRD#: 6413

GLEN ALLEN, VA

Past

May 12, 2010 - May 17, 2010

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

NEWPORT NEWS, VA

Past

May 10, 2010 - May 17, 2010

GIRARD SECURITIES, INC.

CRD#: 18697

NEWPORT NEWS, VA

Past

December 8, 2009 - May 7, 2010

MICG INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 104028

RICHMOND, VA

Past

December 8, 2009 - May 7, 2010

MICG INVESTMENT MANAGEMENT, LLC

CRD#: 104028

RICHMOND, VA

Past

March 21, 2008 - January 6, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

RICHMOND, VA

Past

March 11, 2008 - January 6, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

RICHMOND, VA

Past

February 3, 2006 - July 11, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

Past

February 3, 2006 - July 11, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

RICHMOND, VA

Past

February 16, 2005 - October 24, 2005

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

CHARLOTTE, NC

Past

February 16, 2005 - October 24, 2005

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

CHARLOTTE, NC

Past

October 1, 1999 - January 6, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

Past

October 1, 1999 - January 6, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

October 9, 1998 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

July 11, 1996 - October 16, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

SHAREBUILDER 401K

SHAREBUILDER 401K | SHAREBUILDER ADVISORS, LLC

CRD#: 300537 / SEC#: 801-115195

RIA

Registered Investment Advisory firm - (5/3/2019 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

Virginia
(4/19/2023)

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: 8/20/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/26/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/10/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 12/5/2008

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 11/21/2008

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 10/9/2006

General Securities Principal Examination

Current Firm

SHAREBUILDER 401K

SHAREBUILDER 401K | SHAREBUILDER ADVISORS, LLC

CRD#: 300537 / SEC#: 801-115195

RIA

Registered Investment Advisory firm - (5/3/2019 Approved)

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Contact information

Main Address

801 Second Ave Suite 1400, Seattle, WA 98104

Mailing Address

801 Second Ave Suite 1400, Seattle, WA 98104

Phone number

(425) 213-9035

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SBA ADVII 2025 (6/3/2025)

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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Advisor Monitoring

Firm Stability Insights

Christopher K. Wilkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Keith Wilkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SHAREBUILDER 401K

CAPITAL ONE ADVISORS, LLC

CAPITAL ONE INVESTING, LLC

CAPITAL ONE FINANCIAL ADVISORS LLC

CAPITAL ONE INVESTMENT SERVICES LLC

SPIRE SECURITIES, LLC

SPIRE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

GIRARD SECURITIES, INC.

GIRARD SECURITIES, INC.

MICG INVESTMENT MANAGEMENT, LLC

MICG INVESTMENT MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION CAPITAL MARKETS CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SHAREBUILDER 401K

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/1996

Series 63

Date: 7/26/1996

SIE

Date: 10/1/2018

Series 7

Date: 7/10/1996

Series 9

Date: 12/5/2008

Series 10

Date: 11/21/2008

Series 24

Date: 10/9/2006

Current Firm

SHAREBUILDER 401K

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SHAREBUILDER 401K

TRUST BUT VERIFY

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