Unclaimed Profile

Ross Gerard Wilkinson

WASHINGTON WEALTH MANAGEMENT, LLC·SAN DIEGO, California

WASHINGTON WEALTH MANAGEMENT, LLC

3570 CARMEL MOUNTAIN ROAD, SAN DIEGO, CA 91230CRD# 2112401Firm CRD# 155193

Profile Verification

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

Identity

Ross Gerard Wilkinson · SAN DIEGO, CA

Registration

CRD #2112401 · WASHINGTON WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

Ross Gerard Wilkinson is a registered financial advisor based in SAN DIEGO, California, affiliated with WASHINGTON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KESTRA PRIVATE WEALTH SERVICES, LLC

AUM

$7.3B

Regulatory assets under management

Employees

158

Total firm employees

View all advisors at KESTRA PRIVATE WEALTH SERVICES, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2112401

Firm CRD# 155193

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ross Gerard Wilkinson offer?

Ross Gerard Wilkinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Ross Gerard Wilkinson's credentials?

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

Where is Ross Gerard Wilkinson located?

Ross Gerard Wilkinson is based in SAN DIEGO, California, working with WASHINGTON WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Ross Gerard Wilkinson charge for services?

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

How large is WASHINGTON WEALTH MANAGEMENT, LLC?

WASHINGTON WEALTH MANAGEMENT, LLC has approximately 158 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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