Marc A. Wilkins

KESTRA ADVISORY SERVICES

Beaver, PA 15009

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CRD#: 5825325

Professional summary

Marc Allen Wilkins is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Beaver, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Beaver, Pennsylvania.

Marc is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Marc has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/06/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: EXCELLA WEALTH CONSULTING POSITION: Investment Advisor Representative NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/06/2025 ADDRESS: 628 CHESHIRE DR, SEVEN FIELDS PA 16046, United States DESCRIPTION: REGISTERED REP ACTIVITIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Allen Wilkins's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 4, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 362 3rd St, Beaver, PA 15009

RIA

CRD#: 283330

Beaver, PA

Current

September 4, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 362 3rd St, Beaver, PA 15009

CRD#: 42046

Beaver, PA

Past

July 19, 2024 - September 4, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Beaver, PA

Past

July 19, 2024 - September 4, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Beaver, PA

Past

April 20, 2017 - March 14, 2025

BCR FINANCIAL SERVICES, LLC

RIA

CRD#: 119937

WEXFORD, PA

Past

February 14, 2017 - July 23, 2024

OSAIC FS, INC.

RIA

CRD#: 3870

WEXFORD, PA

Past

February 10, 2017 - July 23, 2024

OSAIC FS, INC.

CRD#: 3870

WEXFORD, PA

Past

November 2, 2010 - February 13, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MANSFIELD, OH

Past

October 4, 2010 - February 13, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MANSFIELD, OH

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".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(9/4/2025)

Missouri
(9/4/2025)

New York
(9/4/2025)

Ohio
(9/4/2025)

Pennsylvania
(9/4/2025)

IAR

Pennsylvania
(9/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/29/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Marc A. Wilkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Allen Wilkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

BCR FINANCIAL SERVICES, LLC

OSAIC FS, INC.

OSAIC FS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2010

SIE

Date: 10/1/2018

Series 7

Date: 10/1/2010

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

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