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Richard Wilkins
THEPARTNERS WEALTH MANAGEMENT
Ponte Verde Beach, FL 32082
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CRD#: 5760491
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Professional summary
Richard Wilkins, who also goes by Rick Wilkins, is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Ponte Verde Beach, Florida.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Richard has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rick Wilkins
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.
1. Fixed Insurance. Investment Related. At Registered location. Independent Insurance agency. Agent. Fixed/Traditional Insurance. 3/2024. 10-12 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 2. PKSF. Investment Related. At Registered location. Independent Insurance agency. Agent. Fixed/Traditional Insurance. 3/2024. 10-12 hrs/month all during trading hrs. Provide insurance advice based on the needs of clients. 3. BASEBALL TRAINING, COACHING, CONSULTING; 848 Mill Stream Rd, Ponte Vedra Beach FL 32082, United States; Baseball Coach NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2022; DESCRIPTION: Teaching, coaching, and consulting in the baseball arena. 4. The Partners Wealth Management dba Ocean Pointe Financial Group. Investment Related. 299 Webster Street, Monterey, CA, 93940. RIA. IAR. Started 03/2024. 150 hrs/month with 140 during trading hrs. Provide investment advice to clients. 5. Outside Group Health Insurance. Investment Related. various carriers, less than 1 hour monthly, placed through Sync Insurance, 2211 Lee Rd., #212, Winter Park, FL 32789. Annual renewal of group health plan.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Wilkins's 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®
NoneExperience
Current
April 2, 2024 - Present
THEPARTNERS WEALTH MANAGEMENT
Office #1: 848 Mill Stream Rd., Ponte Verde Beach, FL 32082RIA
CRD#: 314816
Ponte Verde Beach, FL
Past
May 30, 2024 - September 23, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Ponte Vedra Beach, FL
Past
October 17, 2012 - April 4, 2024
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Ponte Vedra Beach, FL
Past
August 31, 2010 - April 4, 2024
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Ponte Vedra Beach, FL
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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 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
Florida(4/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,304 |
| AUM (Assets Under Management) | $ 454,537,144 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THEPARTNERS WEALTH MANAGEMENT
CRD#: 314816Ponte Verde Beach, FL 32082TRUST BUT VERIFY
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