Anna Wilkin is a registered investment advisor, based in Fresno, CA, with 11 years of industry experience.
Location
986 West Alluvial Ave., Suite 101, Fresno, CA, 93711
Get directionsHistory
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 Activities
Anna works as a wealth advisor at Bridgewealth Advisory Group LLC, dedicating full-time hours to client relationships. She also owns a rental property, spending minimal time collecting rent.
Employment History
Current Registrations
Apw Capital, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Bridgewealth Advisory Group, LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2023 - December 2023 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - December 2023 · 9 mos
Scf Investment Advisors, INC.
August 2019 - November 2022 · 3 yrs 3 mos
Scf Securities, INC.Broker
August 2019 - November 2022 · 3 yrs 3 mos
TD Ameritrade, INC.
February 2018 - July 2019 · 1 yr 5 mos
TD Ameritrade Investment Management, LLC
February 2018 - July 2019 · 1 yr 5 mos
TD Ameritrade, INC.Broker
February 2018 - July 2019 · 1 yr 5 mos
Scottrade Investment Management
February 2017 - February 2018 · 1 yr
Scottrade, INC.Broker
May 2014 - February 2018 · 3 yrs 9 mos
State Registrations1 state
CA
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.