Marc Wilkins is a registered investment advisor, based in Largo, FL, with 15 years of industry experience.
Location
10706 115th Avenue, Largo, FL, 33778
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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 →Other Business ActivitiesSells Insurance
Marc sells fixed insurance, dedicating minimal time to this activity. He also owns Wilkins Financial Corp, which facilitates securities, advisory, and insurance business, taking up all of Marc's time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2025 - Present · 8 mos
Kestra Advisory Services, LLC
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial NetworkBroker
July 2024 - September 2025 · 1 yr 2 mos
Commonwealth Financial Network
July 2024 - September 2025 · 1 yr 2 mos
Bcr Financial Services, LLC
April 2017 - March 2025 · 7 yrs 11 mos
Osaic Fs, INC.
February 2017 - July 2024 · 7 yrs 5 mos
Osaic Fs, INC.Broker
February 2017 - July 2024 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLC
November 2010 - February 2017 · 6 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
October 2010 - February 2017 · 6 yrs 4 mos
State Registrations5 states
FLMONYOHPA
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.