Robert
Wilkinson
Citigroup Global Markets Inc
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About this Advisor
Robert Wilkinson is a financial advisor based in Newbury Park, California, working with Citigroup Global Markets Inc. Robert has previously held positions at Pruco Securities, LLC, Prudential Insurance Company Of America, Sumcal, Massmutual, Mmlis, The Prudential Insurance Co Of America, Pruco Securities LLC, Prudential Annuities Distributors, Inc, Allstate Insurance, and Citigroup. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Robert is part of Citigroup Global Markets Inc, which operates out of Newbury Park, California. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and other services. The fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
$40,516,482,275
7,830
53,880
$751,976
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
Robert Wilkinson Work History
Citigroup
Allstate Insurance
Prudential Annuities Distributors, Inc
The Prudential Insurance Co Of America
Pruco Securities LLC
Mmlis
Sumcal
Massmutual
Pruco Securities, LLC
Prudential Insurance Company Of America
Disclosures
Please visit the SEC profile of Robert Wilkinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citigroup Global Markets Inc
New York, NY
Jacksonville, FL
Alhambra, CA
San Antonio, TX
Miami, FL
Brooklyn, NY
Beverly Hills, CA
Fountain Valley, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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