Marc Allen Wilkins

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2010 → 11/2016
  Wells Fargo Advisors Llc
  Mansfield, OH
• 11/2016 → 02/2017
  Wells Fargo Clearing Services, Llc
  Mansfield, OH
• 02/2017 → 07/2024
  Lincoln Financial Securities Corporation
  Wexford, PA
• 07/2024 → 09/2025
  Commonwealth Financial Network
  Waltham, MA
• 09/2025 → Present
  Kestra Advisory Services, Llc.
  Beaver, PA
• 09/2025 → Present
  Kestra Investment Services, Llc
  Beaver, PA

Previous Registrations

• 2024-07-19 → 2025-09-04
  Commonwealth Financial Network
  Seven Fields, PA
  Beaver, PA
• 2017-04-20 → 2025-03-14
  Bcr Financial Services, Llc
  Wexford, PA
• 2017-02-14 → 2024-07-23
  Osaic Fs, Inc.
  Wexford, PA
• 2010-11-02 → 2017-02-13
  Wells Fargo Clearing Services, Llc
  Mansfield, OH

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/06/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: EXCELLA WEALTH CONSULTING POSITION: Investment Advisor Representative NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/06/2025 ADDRESS: 628 CHESHIRE DR, SEVEN FIELDS PA 16046, United States DESCRIPTION: REGISTERED REP ACTIVITIES

Exams

• S66 Uniform Combined State Law Examination
  2010-10-29