Robert Steven Wilkinson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2013 → 06/2025
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Lpl Financial Llc
  Oakland, CA

Previous Registrations

• 2015-01-05 → 2025-06-05
  Western International Securities, Inc.
  Santa Rosa, CA
  Oakland, CA
  Crystal Bay, NV
• 2014-02-14 → 2014-12-31
  Gbs Financial Corp.
  Oakland, CA
  Santa Rosa, CA
• 2013-12-23 → 2013-12-31
  Gbs Financial Corp.
  Oakland, CA
  Santa Rosa, CA
• 2011-03-11 → 2013-12-13
  Gbs Financial Corp.
  Oakland, CA
  Santa Rosa, CA
  Santa Rosa, CA
• 2009-01-08 → 2011-02-15
  Securities America Advisors, Inc.
  Oakland, CA
• 2005-11-21 → 2008-12-31
  Eplanning Advisors Inc
  Roseville, CA
• 2004-09-30 → 2005-12-16
  Ameritas Investment Company, Llc
  Oakland, CA
• 2003-01-07 → 2004-09-30
  The Advisors Group, Inc.
  Oakland, CA

Other Businesses

1. 06/05/2025- Alameda Couty Employees Retirment Association- Politics/ Government- Not INV Related- At OAKLAND, CA- Start date 12/19/2024- 8 Hours Per Month- 3 Hours During Trading 2. 06/05/2025- Oakland Police and Fire Retirement System- Politics/ Government- Not INV Related- At OAKLAND, CA- Start date 10/01/2012- 4 Hours Per Month- 2 Hours During Trading 3. 06/05/2025- Wilkinson Wealth Management- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 04/14/2025- 10 Hours Per Month- 5 Hours During Trading 4. 06/05/2025-Wilkinson Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/07/2025- 240 Hours Per Month- 120 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2002-12-24
• S65 Uniform Investment Adviser Law Examination
  1998-05-29
• S63 Uniform Securities Agent State Law Examination
  1996-01-22

Other Names

• R. Steven Wilkinson