Christopher
Wilkinson

Sharebuilder 401K

CRD#2749952
Investment Advisor
in Richmond, VA

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About this Advisor

Christopher Wilkinson is a financial advisor based in Richmond, Virginia, working with Sharebuilder 401K. Christopher has previously held positions at Capital One Investment Services, LLC, Capital One Sharebuilder, Inc, Sharebuilder 401K, Sharebuilder Advisors, and Costar Group. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Christopher is part of Sharebuilder 401K, which operates out of Richmond, Virginia. The firm has 36 employees and offers services including pension consulting services and educational seminars. The fee structure at Sharebuilder 401K includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Richmond, VA

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Sharebuilder 401K Brokerage Details

Total Number of Employees

36

VA Average: 46

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Christopher Wilkinson Work History

2023 - Present (1 year)

Sharebuilder Advisors

2022 - 2023 (1 year)

Costar Group

2019 - 2022 (3 years)

Sharebuilder 401K

2015 - 2019 (4 years)

Capital One Sharebuilder, Inc

2013 - 2019 (6 years)

Capital One Investment Services, LLC

Disclosures

Please visit the SEC profile of Christopher 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 Sharebuilder 401K

Jacob Keil
Seattle, WA
Cynthia Ghaffari
Seattle, WA
Christopher Wilkinson
Richmond, VA
Vince Hacut
Seattle, WA
Kendrick Kronthal
Seattle, WA
Duncan Varela
Seattle, WA
Steven Oneal
Woodlands, TX
Sara Andres
Spearfish, SD

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