Syrrel Wilks
Syrrel Wilks is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Milford, OH, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1034 Main Street, Milford, OH, 45150
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Syrrel is a 25% owner of Ascension Partners, an OSJ created to aggregate financial advisors, dedicating a few hours per week. Syrrel is also a board member and finance/investment committee member for Mason Schools Foundation, a non-profit, also dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Hibbard Brown & CO., INC.Broker
State Registrations33 states
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