Joel
Wilkinson
Lpl Financial LLC
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About this Advisor
Joel Wilkinson is a financial advisor based in Oklahoma City, Oklahoma, working with Lpl Financial LLC. Joel has previously held positions at Raymond James Financial Services, Accounting/Cpa/Tax Preparation, Raymond James Financial Services Advisors, Inc, J. Kent Wilkinson, Cpa, Jk Asset Management, LLC, Your Money Working, LLC, First Financial Equity Corporation, Cetera Advisor Networks LLC, Cetera Investment Advisers LLC, and Lpl Financial LLC. Joel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Joel is part of Lpl Financial LLC, which operates out of Oklahoma City, Oklahoma. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
- Educational seminars/workshops
- Other
Joel Wilkinson Work History
Lpl Financial LLC
Jk Asset Management, LLC
J. Kent Wilkinson, Cpa
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
First Financial Equity Corporation
Your Money Working, LLC
Raymond James Financial Services Advisors, Inc
J. Kent Wilkinson, Cpa
Raymond James Financial Services
Accounting/Cpa/Tax Preparation
Disclosures
Please visit the SEC profile of Joel 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 Lpl Financial LLC
Fort Mill, SC
Tallahassee, FL
Las Vegas, NV
West Bend, WI
Fairfield, CA
North Haven, CT
Mt. Pleasant, SC
Metairie, LA
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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