Anna L. Wilkin

BRIDGEWEALTH ADVISORY GROUP

Fresno, CA 93711

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CRD#: 6272037

Professional summary

Anna L Wilkin, who also goes by Anna Linda Arikian, Anna Apikian, Anna Arikian, Anna Linda Becerra, Anna Becerra, Anna Linda Mckiearnan, Anna Linda Mckiernan, Anna L Mckiearnan, Anna Mckiearnan, is a registered financial advisor currently at BRIDGEWEALTH ADVISORY GROUP, LLC located in Fresno, California and APW CAPITAL, INC. located in Fresno, California.

Anna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Anna has worked at 9 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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. Bridgewealth Advisory Group LLC, Yes, 986 W Alluvial Ave Suite 101 Fresno CA 93711, RIA, Wealth Advisor, 2/12/24, 160 hr/mo, 6.5 during securities trading hours, working and assisting with client relationships of the firm. 2. Rental Property, No, 14787 Skyview Road Madera CA 93636, real estate rental property, owner, 12/01/23, 2 hr/mo, 0, collect rent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna L Wilkin'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

February 16, 2024 - Present

BRIDGEWEALTH ADVISORY GROUP, LLC

Office #1: 986 West Alluvial Ave. Suite 101, Fresno, CA 93711

RIA

CRD#: 293514

Fresno, CA

Current

March 11, 2024 - Present

APW CAPITAL, INC.

Office #1: 986 W. Alluvial Ave., Ste. 101, Fresno, CA, 93711

CRD#: 43814

Fresno, CA

Past

March 9, 2023 - December 18, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FRESNO, CA

Past

March 9, 2023 - December 18, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FRESNO, CA

Past

August 28, 2019 - November 2, 2022

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

FRESNO, CA

Past

August 27, 2019 - November 2, 2022

SCF SECURITIES, INC.

CRD#: 47275

SAN DIEGO, CA

Past

February 27, 2018 - July 5, 2019

TD AMERITRADE, INC.

RIA

CRD#: 7870

FRESNO, CA

Past

February 26, 2018 - July 5, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Fresno, CA

Past

February 26, 2018 - July 5, 2019

TD AMERITRADE, INC.

CRD#: 7870

FRESNO, CA

Past

February 6, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

May 3, 2014 - February 26, 2018

SCOTTRADE, INC.

CRD#: 8206

FRESNO, CA

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".

BRIDGEWEALTH ADVISORY GROUP, LLC

BRIDGEWEALTH ADVISORY GROUP, LLC | IKON ADVISORY GROUP, LLC | IKON ADVISORY GROUP

CRD#: 293514 / SEC#: 801-112758

RIA

Registered Investment Advisory firm - (4/2/2018 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

IAR

California
(2/16/2024)

California
(3/11/2024)

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: 2/4/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/11/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 6/1/2020

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2014

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/25/2019

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BRIDGEWEALTH ADVISORY GROUP, LLC

BRIDGEWEALTH ADVISORY GROUP, LLC | IKON ADVISORY GROUP, LLC | IKON ADVISORY GROUP

CRD#: 293514 / SEC#: 801-112758

RIA

Registered Investment Advisory firm - (4/2/2018 Approved)

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Contact information

Main Address

986 West Alluvial Ave. Suite 101, Fresno, CA 93711

Mailing Address

Phone number

(559) 432-6100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/21/2025)

ADV PART 2A - WRAP FEE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,903
AUM (Assets Under Management)	$ 740,120,367

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.

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Anna L. Wilkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna L Wilkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

APW CAPITAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SCF INVESTMENT ADVISORS, INC.

SCF SECURITIES, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

Primary Firm SEC Registration

BRIDGEWEALTH ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/4/2017

Series 63

Date: 6/11/2014

Series 52TO

Date: 6/1/2020

SIE

Date: 10/1/2018

Series 7

Date: 5/2/2014

Series 24

Date: 10/25/2019

FINRA

Current Firm

BRIDGEWEALTH ADVISORY GROUP, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIDGEWEALTH ADVISORY GROUP, LLC

TRUST BUT VERIFY

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