MW
MW

Michael Wilkerson

43 Years of Experience
Madison Heights, VA
5 DisclosuresBroker

Michael Wilkerson is a registered investment advisor at Wells Fargo Advisors, based in Madison Heights, VA, with 43 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

118 Amelon Square, Madison Heights, VA, 24572

Get directions

History

Regulatory History (5)
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
November 2015
Denied
Customer Dispute
February 2009
Denied
Customer Dispute
October 2008
Denied
Customer Dispute
June 2002
Settled
Customer Dispute
August 1999
Settled
Employment History
Current Registrations
Wells Fargo Advisors
August 2004 - Present · 22 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2004 - Present · 22 yrs 2 mos
Previous Registrations
UBS Financial Services INC.Broker
August 2000 - September 2004 · 4 yrs 1 mo
UBS Financial Services INC.
August 2000 - September 2004 · 4 yrs 1 mo
J.C. Bradford & CO.Broker
August 1996 - August 2000 · 4 yrs
Wheat, First Securities, INC.Broker
November 1989 - August 1996 · 6 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - December 1989 · 2 yrs 1 mo
Legg Mason Masten INC.Broker
October 1987 - November 1987 · 1 mo
Legg Mason Wood Walker, IncorporatedBroker
March 1985 - December 1989 · 4 yrs 9 mos
Anderson & Strudwick, IncorporatedBroker
August 1983 - March 1985 · 1 yr 7 mos
State Registrations19 states
ALARAZCACTFLGAMDMIMONCNYPASCSDTNTXVAWA
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.
More Advisors