Richard Wilkinson
Professional Summary
Richard Wilkinson, who also goes by Richard Douglas Wilkinson, Doug Wilkinson, is a registered financial advisor currently at INTEGRATED WEALTH SOLUTIONS, LLC located in York, Pennsylvania. Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Richard has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Rick Wilkinson has been in the financial services industry since 1980
- when he started his career as an agent for a major property and casualty insurance carrier. Over the next 28 years
- his agency grew to become one of the largest in Texas. He noticed that many of his clients needed more comprehensive financial advice
- so in 1992 he earned his Certified Financial Planner designation. To avoid the conflicts of interest inherent in commission-based compensation
- Rick sold his agency in 2008 and he has worked as a fee-only financial advisor since 2011.
- Rick and his wife
- Lynnette
- have been married since 1976. They are the proud parents of a son and daughter
- Ryan and Natalie. Rick became an avid golfer when his wife worked for legendary golfer Ben Hogan—but there are no similarities between the two men’s swings. He also enjoys college football and spending time with family and friends. He and his wife attend Christ Chapel in Fort Worth and are supporters of Restore Hope Ministries.
Other Aliases
Richard Douglas Wilkinson, Doug Wilkinson
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Videos & Posts
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JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
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JANNEY MONTGOMERY SCOTT LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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JANNEY MONTGOMERY SCOTT LLC
Current Firm
BLACKHAWK FINANCIAL GROUP | INTEGRATED WEALTH SOLUTIONS, LLC | FIRM FOUNDATION WEALTH | EEP & ASSOCIATES LLC
Contact Information
Main Address
2651 Carnegie Road, York, PA 17402Phone Number
(717) 313-2220# of Employees
8SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
883AUM (Assets Under Management)
$114,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT LLC
Primary Firm SEC Registration
BLACKHAWK FINANCIAL GROUP | INTEGRATED WEALTH SOLUTIONS, LLC | FIRM FOUNDATION WEALTH | EEP & ASSOCIATES LLC
State Registrations and Notice Filings
(2/3/2025)
(1/31/2025)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2012About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Nov 2013About the Series 26 examSimilar Advisors
JANNEY MONTGOMERY SCOTT LLC
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CRS (Client Relationship Summary) - RIA
Click below to view Richard Wilkinson's CRS (Customer Relationship Summary).
Services Offered by Richard
- Rick Wilkinson has been in the financial services industry since 1980
- when he started his career as an agent for a major property and casualty insurance carrier. Over the next 28 years
- his agency grew to become one of the largest in Texas. He noticed that many of his clients needed more comprehensive financial advice
- so in 1992 he earned his Certified Financial Planner designation. To avoid the conflicts of interest inherent in commission-based compensation
- Rick sold his agency in 2008 and he has worked as a fee-only financial advisor since 2011.
- Rick and his wife
- Lynnette
- have been married since 1976. They are the proud parents of a son and daughter
- Ryan and Natalie. Rick became an avid golfer when his wife worked for legendary golfer Ben Hogan—but there are no similarities between the two men’s swings. He also enjoys college football and spending time with family and friends. He and his wife attend Christ Chapel in Fort Worth and are supporters of Restore Hope Ministries.
Similar Advisors
JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT LLC
