Richard D. Wilkinson
Professional summary
Richard Dale Wilkinson, CFP®, who also goes by Rick D. Wilkinson, Rick Wilkinson, is a registered financial advisor currently at WORTHPOINTE located in Bedford, Texas.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Richard has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Dale Wilkinson's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1992
Experience
February 19, 2015 - Present
WORTHPOINTE
Office #1: 1600 Airport Fwy Suite 300, Bedford, TX 76022June 14, 2011 - February 16, 2015
ROGERS WEALTH GROUP, INC.
February 12, 2008 - June 9, 2011
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
February 12, 2008 - June 9, 2011
CAMBRIDGE INVESTMENT RESEARCH, INC.
April 3, 2000 - December 31, 2007
ALLSTATE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
WORTHPOINTE
CRD#: 143996 / SEC#: 801-67916
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/19/2015)
Exams
Current Firm
WORTHPOINTE
CRD#: 143996 / SEC#: 801-67916
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,428 |
| AUM (Assets Under Management) | $ 885,560,603 |
Red Flags
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