William A. Wilkinson
Professional summary
William Adam Wilkinson, who also goes by Adam Wilkinson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Dallas, Texas and TRUIST INVESTMENT SERVICES, INC. located in Dallas, Texas.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. William has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Adam Wilkinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 100 Crescent Ct Ste 1000, Dallas, TX 75201February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 100 Crescent Ct Ste 1000, Dallas, TX 75201August 16, 2019 - February 17, 2021
BB&T SECURITIES, LLC
August 15, 2019 - February 17, 2021
BB&T SECURITIES, LLC
October 20, 2014 - January 5, 2017
CETERA INVESTMENT ADVISERS LLC
October 20, 2014 - January 5, 2017
CETERA INVESTMENT SERVICES LLC
January 3, 2011 - September 23, 2014
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - September 23, 2014
WELLS FARGO CLEARING SERVICES, LLC
August 25, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
August 25, 2008 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
May 18, 2007 - March 12, 2008
FIRST COMMAND BROKERAGE SERVICES, INC.
November 17, 2006 - March 12, 2008
FIRST COMMAND BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/17/2021)
(2/17/2021)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Dallas, TX 75201TRUST BUT VERIFY
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