Daniel J. Wilkison
Professional summary
Daniel Joseph Wilkison II, who also goes by Daniel J Wilkinson, is a registered financial advisor currently at WILKISON INVESTMENT SERVICES, LLC located in Snoqualmie, Washington.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Daniel has worked at 3 firms and has passed the Series 66, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Joseph Wilkison II's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 29, 2001 - Present
WILKISON INVESTMENT SERVICES, LLC
February 17, 2000 - March 27, 2001
MORGAN STANLEY DW INC.
June 25, 1999 - November 22, 1999
JOSEPH STEVENS & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/29/2001)
Exams
Current Firm
WILKISON INVESTMENT SERVICES, LLC
CRD#: 116880 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 21,000,000 |
Red Flags
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