Dan Wilkinson
Dan Wilkinson is a registered investment advisor at Cetera Investment Advisers LLC, based in Albuquerque, NM, with 27 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7770 Jefferson St Ne, Suite 405, Albuquerque, NM, 87109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Dan is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating about 10-20% of his time to this. He also serves as an instructor for Darborn Financial Services, a board member for The Loan Fund and the Black Chamber of Commerce of New Mexico, and a mentor for LifeQuest.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
The O.N. Equity Sales CompanyBroker
State Registrations10 states
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