Unclaimed Profile

Christopher Charles Wilkinson

PRIVATE CLIENT LLC·SCOTTSDALE, Arizona

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record31 years registeredPRIVATE CLIENT LLC

6720 N SCOTTSDALE RD, SCOTTSDALE, AZ 85253CRD# 1839998Firm CRD# 145678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Charles Wilkinson · SCOTTSDALE, AZ

Registration

CRD #1839998 · PRIVATE CLIENT LLC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRIVATE CLIENT LLC

WEALTHCARE ADVISORY PARTNERS LLC

Jan 2020 – Apr 2023

Scottsdale, AZ

CLARUS WEALTH ADVISORS, LLC

Jul 2019 – Dec 2019

PEORIA, AZ

DYNAMIC WEALTH ADVISORS

Jun 2019 – Jul 2019

PHOENIX, AZ

ASHTON THOMAS PRIVATE WEALTH

Mar 2017 – Jul 2019

SCOTTSDALE, AZ

ONEAMERICA SECURITIES, INC.

Aug 2016 – Dec 2016

SCOTTSDALE, AZ

SAGEVIEW ADVISORY GROUP, LLC

Apr 2015 – Jul 2016

SCOTTSDALE, AZ

PRIVATE CLIENT LLC

Feb 2011 – Jun 2012

SCOTTSDALE, AZ

MILLER/RUSSELL & ASSOCIATES LLC

Jan 2010 – Jan 2011

PHOENIX, AZ

MILLER/RUSSELL & ASSOCIATES, INC.

Jun 2004 – Jan 2010

PHOENIX, AZ

MILLER/RUSSELL & ASSOCIATES INC

Sep 1994 – Aug 2004

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 1, 1994

Years registered · 31

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE CLIENT LLC

CRD 145678 · SEC 801-72717

AUM

$40M

Regulatory assets under management

Employees

239 client accounts

Services offered by PRIVATE CLIENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIVATE CLIENT LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Charles Wilkinson offer?

Christopher Charles Wilkinson specializes in Financial Planning, Investment Management.

What are Christopher Charles Wilkinson's credentials?

Christopher Charles Wilkinson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Charles Wilkinson located?

Christopher Charles Wilkinson is based in SCOTTSDALE, Arizona, last registered with PRIVATE CLIENT LLC.

How does Christopher Charles Wilkinson charge for services?

Christopher Charles Wilkinson's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE CLIENT LLC?

PRIVATE CLIENT LLC has approximately 3 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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