AW
CFP
AW
CFP

Andrew Dominic Wilkins

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
Loading...

Location

2650 N. Military Trail, Suite 420, Boca Raton, FL, 33431

Get directions

History

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

Andrew is a partner at Eagle Harbor Advisors, where he works full-time as a registered representative and provides insurance services. He is also a member of Eagle Harbor Insurance, LLC, where he works a few hours per week as an agent for life insurance and long-term care solutions.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
October 2021 - Present · 4 yrs 4 mos
Kestra Investment Services, LLCBroker
October 2021 - Present · 4 yrs 4 mos
Kestra Investment Services, LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2015 - October 2021 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - October 2021 · 6 yrs 2 mos
Voya Investment Management CO. LLC
July 2013 - July 2015 · 2 yrs
Voya Investments Distributor, LLCBroker
June 2013 - July 2015 · 2 yrs 1 mo
Directed Services LLCBroker
February 2012 - June 2013 · 1 yr 4 mos
State Registrations25 states
AKAZCACTDCDEFLGALAMAMINCNENHNJNVNYOKPARISCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Dominic Wilkins - Financial Advisor | TrueAdvisor