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Ronald Everett Wilkinson

SECURITY FIRST ADVISORS, INC.·VANCOUVER, Washington
Series 6, Series 7, Series 22, Series 24, Series 63, Series 65Clean record29 years registeredSECURITY FIRST ADVISORS, INC.
16703 SE MCGILLIVRAY BLVD. #230, VANCOUVER, WA 98683CRD# 1050160Firm CRD# 117502

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ronald Everett Wilkinson · VANCOUVER, WA
Registration
CRD #1050160 · SECURITY FIRST ADVISORS, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

PINNACLE WEALTH ADVISORS
Feb 2024 – present
SECURITY FIRST ADVISORS
Jul 1997 – Apr 2025
PORTLAND, OR
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Series 24
Series 63
Series 65
Registration record
First registered · July 21, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SECURITY FIRST ADVISORS, INC.
CRD 117502 · SEC 801-118065
AUM
$232M
Regulatory assets under management
Employees
7
1,213 client accounts
Services offered by SECURITY FIRST ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at SECURITY FIRST ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Ronald Everett Wilkinson offer?
Ronald Everett Wilkinson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Ronald Everett Wilkinson's credentials?
Ronald Everett Wilkinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Everett Wilkinson located?
Ronald Everett Wilkinson is based in VANCOUVER, Washington, working with SECURITY FIRST ADVISORS, INC.. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Ronald Everett Wilkinson charge for services?
Ronald Everett 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 SECURITY FIRST ADVISORS, INC.?
SECURITY FIRST ADVISORS, INC. has approximately 7 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Evan Sterling Russell
VANCOUVER, WA

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