Unclaimed Profile

Richard Dale Wilkinson

WORTHPOINTE, LLC·LA JOLLA, California

Series 6, Series 7, Series 63Clean record18 years registeredWORTHPOINTE, LLC

888 PROSPECT STREET, LA JOLLA, CA 92037CRD# 4141734Firm CRD# 143996

Profile Verification

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

Identity

Richard Dale Wilkinson · LA JOLLA, CA

Registration

CRD #4141734 · WORTHPOINTE, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WORTHPOINTE, LLC

WORTHPOINTE

Feb 2015 – Jun 2026

Bedford, TX

ROGERS WEALTH GROUP, INC.

Jun 2011 – Feb 2015

FORT WORTH, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Feb 2008 – Jun 2011

ARLINGTON, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · February 12, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORTHPOINTE, LLC

CRD 143996 · SEC 801-67916

AUM

$758M

Regulatory assets under management

Employees

1,367 client accounts

Services offered by WORTHPOINTE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WORTHPOINTE, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Dale Wilkinson offer?

Richard Dale Wilkinson specializes in Financial Planning, Investment Management.

What are Richard Dale Wilkinson's credentials?

Richard Dale Wilkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Dale Wilkinson located?

Richard Dale Wilkinson is based in LA JOLLA, California, last registered with WORTHPOINTE, LLC.

How does Richard Dale Wilkinson charge for services?

Richard Dale Wilkinson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORTHPOINTE, LLC?

WORTHPOINTE, LLC has approximately 16 employees and manages $758M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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