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Robert Wilkinson

LPL Financial LLC
30 Years of Experience
Oakland, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Wilkinson is a registered investment advisor at LPL Financial LLC, based in Oakland, CA, with 30 years of industry experience. Robert 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

300 Frank H. Ogawa Plz., Ste. 252, Oakland, CA, 94612

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History

Regulatory History (2)
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
January 2026
Settled
Customer Dispute
January 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
June 2025 - Present · 1 yr 4 mos
LPL Financial LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Western International Securities
January 2015 - June 2025 · 10 yrs 5 mos
Gbs Advisors
February 2014 - December 2014 · 10 mos
Gbs Financial CORP.Broker
December 2013 - February 2014 · 2 mos
Gbs Advisors
December 2013 - December 2013 · 0 mos
Western International Securities, INC.Broker
November 2013 - June 2025 · 11 yrs 7 mos
Gbs Advisors
March 2011 - December 2013 · 2 yrs 9 mos
Gbs Financial CORP.Broker
March 2011 - December 2013 · 2 yrs 9 mos
Securities America, INC.Broker
January 2009 - February 2011 · 2 yrs 1 mo
Securities America Advisors, INC.
January 2009 - February 2011 · 2 yrs 1 mo
Eplanning Securities, INC.Broker
November 2005 - December 2008 · 3 yrs 1 mo
Eplanning Advisors INC
November 2005 - December 2008 · 3 yrs 1 mo
Ameritas Investment CORP
September 2004 - December 2005 · 1 yr 3 mos
Ameritas Investment CORP.Broker
October 2003 - December 2005 · 2 yrs 2 mos
The Advisors Group, INC.
January 2003 - September 2004 · 1 yr 8 mos
The Advisors Group, INC.Broker
January 1996 - October 2003 · 7 yrs 9 mos
State Registrations9 states
CACODCFLGAILNYPATX
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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