Joel Wilkinson is a registered investment advisor at LPL Financial LLC, based in Duncan, OK, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
751 West Willow, Suite 22, Duncan, OK, 73533
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Regulatory History (1)
Customer Dispute
February 2001Other 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
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Financial Network Investment CorporationBroker
Arvest Investments, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Fidelity Distributors CorporationBroker
Fidelity Brokerage Services, INC.Broker
USA Securities, INC.Broker
Shearson Lehman/american Express INC.Broker
Rauscher Pierce Refsnes, INC.Broker
Investors Brokerage Services, INC.Broker
State Registrations5 states
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.