Robert S. Wilkinson
Professional summary
Robert Steven Wilkinson, who also goes by Robbie Steven Wilkinson, Robbie Wilkinson, is a registered financial advisor currently at WHITEROCK WEALTH DESIGN, LLC located in Fayetteville, Arkansas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Steven Wilkinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2026 - Present
WHITEROCK WEALTH DESIGN, LLC
Office #1: 4426 North Waterside Court 110, Fayetteville, AR 72703May 31, 2018 - June 12, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
May 31, 2018 - June 12, 2026
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 29, 2008 - June 11, 2018
ARVEST WEALTH MANAGEMENT
November 13, 2007 - June 11, 2018
ARVEST WEALTH MANAGEMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/4/2026)
(6/4/2026)
Exams
Current Firm
WHITEROCK WEALTH DESIGN, LLC
CRD#: 342236 / SEC#: 801-136429
Contact information
SEC notice filing (11 States and Territories)
Documents
Red Flags
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Company Information
WHITEROCK WEALTH DESIGN, LLC
CRD#: 342236Fayetteville, AR 72703TRUST BUT VERIFY
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