Gary Ray Wilkins

Employer firm

The Baldwin Group Wealth Advisors, LLC CRD 312284

$27.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1993 → 10/2021
  Benefitscorp Equities, Inc.
  Houston, TX
• 10/2021 → 01/2022
  Bks-Retirement Services Dba Ingroup Financial
  Houston, TX
• 01/2022 → 10/2024
  Bks Retirement Services Dba Insgroup Financial
  Houston, TX
• 10/2024 → Present
  The Baldwin Group Wealth Advisors, Llc
  Tampa, FL

Previous Registrations

• 2022-02-28 → 2024-10-04
  Bks Retirement Services
  Tampa, FL
  Houston, TX
  Houston, TX

Other Businesses

(1) RAY & PATRICIA WILKINS PROPERTIES LLC. Non-investment related Family owned timber property Timber production Partner No business responsibilities (2) THE BALDWIN GROUP 5151 San Felipe St #2400, Houston, TX 77056 non-investment related Insurance Broker Retirement Consultant-Insurance agent Start date: 05/2021 Twenty five hours a week devoted to responsibilities during trading hours Provide employee benefit options, programs and educational support.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-26
• S63 Uniform Securities Agent State Law Examination
  1993-04-22