Robert Wilkinson
Robert Wilkinson is a registered investment advisor at LPL Financial LLC, based in Oakland, CA, with 30 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
300 Frank H. Ogawa Plz., Ste. 252, Oakland, CA, 94612
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2026Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Robert is an agent for accident & health, life, and variable insurance, and operates Wilkinson Wealth Management as a DBA for his securities business. He also serves as a board member for the Oakland Police and Fire Retirement System and the Northern California Small Business Financial Development Corporation, and is a managing partner for Wilkinson Enterprises, FLP.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities
Gbs Advisors
Gbs Financial CORP.Broker
Gbs Advisors
Western International Securities, INC.Broker
Gbs Advisors
Gbs Financial CORP.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Eplanning Securities, INC.Broker
Eplanning Advisors INC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
The Advisors Group, INC.
The Advisors Group, INC.Broker
State Registrations9 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.