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Joel Wilkinson

LPL Financial LLC
40 Years of Experience
Duncan, OK
1 DisclosureBroker
View SEC Summary
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Joel Wilkinson is a registered investment advisor at LPL Financial LLC, based in Duncan, OK, with 40 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

751 West Willow, Suite 22, Duncan, OK, 73533

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2001
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joel is the owner of J. Kent Wilkinson, CPA, providing tax preparation, accounting, and CPA services, dedicating about 10-20% of his time. He is also involved in mineral extraction and sales through JW Wilkinson, LLC, and operates JK Asset Management, LLC as a DBA for his LPL business, dedicating nearly full-time hours to this.

Employment History
Current Registrations
LPL Financial LLC
October 2023 - Present · 3 yrs
LPL Financial LLCBroker
October 2023 - Present · 3 yrs
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - October 2023 · 4 mos
Cetera Advisor Networks LLCBroker
April 2022 - October 2023 · 1 yr 6 mos
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
First Financial Equity Corporation
November 2020 - April 2022 · 1 yr 5 mos
First Financial Equity CorporationBroker
November 2020 - April 2022 · 1 yr 5 mos
Raymond James Financial Services Advisors, INC
January 2009 - December 2020 · 11 yrs 11 mos
Raymond James Financial Services
January 2007 - January 2009 · 2 yrs
Raymond James Financial Services, INC.Broker
January 2007 - December 2020 · 13 yrs 11 mos
Investment Centers of America, INC.
September 2000 - January 2007 · 6 yrs 4 mos
Investment Centers of America, INC.Broker
August 2000 - January 2007 · 6 yrs 5 mos
Financial Network Investment CorporationBroker
March 1998 - August 2000 · 2 yrs 5 mos
Arvest Investments, INC.Broker
August 1997 - March 1998 · 7 mos
H.D. Vest Investment Securities, INC.Broker
August 1994 - August 1997 · 3 yrs
Fidelity Distributors CorporationBroker
January 1991 - October 1992 · 1 yr 9 mos
Fidelity Brokerage Services, INC.Broker
October 1986 - December 1990 · 4 yrs 2 mos
USA Securities, INC.Broker
April 1986 - September 1986 · 5 mos
Shearson Lehman/american Express INC.Broker
July 1984 - August 1984 · 1 mo
Rauscher Pierce Refsnes, INC.Broker
October 1983 - July 1984 · 9 mos
Investors Brokerage Services, INC.Broker
December 1982 - October 1983 · 10 mos
State Registrations5 states
CAFLILOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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