Susan Wilkinson
Susan Wilkinson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Charlottesville, VA, with 30 years of industry experience. Susan is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
889 Rio East Court, Suite A, Charlottesville, VA, 22901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan operates Wilkinson Wealth Management, LLC as a DBA for her LPL business and provides investment advisory services through Private Advisor Group, spending full-time hours on these activities. She also owns real estate rental properties and sells non-variable insurance, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations33 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.
Exams
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