William Wilkinson is a registered investment advisor, based in Dallas, TX, with 16 years of industry experience.
Location
100 Crescent Ct, Ste 1000, Dallas, TX, 75201
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 7 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 7 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 7 mos
Previous Registrations
Bb&t Securities, LLC
August 2019 - February 2021 · 1 yr 6 mos
Bb&t Securities, LLCBroker
August 2019 - February 2021 · 1 yr 6 mos
Cetera Investment Advisers LLC
October 2014 - January 2017 · 2 yrs 3 mos
Cetera Investment Services LLCBroker
October 2014 - January 2017 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
January 2011 - September 2014 · 3 yrs 8 mos
Wells Fargo Advisors, LLC
January 2011 - September 2014 · 3 yrs 8 mos
Wells Fargo Investments, LLC
August 2008 - January 2011 · 2 yrs 5 mos
Wells Fargo Investments, LLCBroker
August 2008 - January 2011 · 2 yrs 5 mos
First Command Financial Planning, INC.
May 2007 - March 2008 · 10 mos
First Command Financial Planning, INC.Broker
November 2006 - March 2008 · 1 yr 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.