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Richard Dale Wilkinson

Worthpointe

Ramona, CA

Bedford, TX

CRD 4141734

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Employer firm

Worthpointe CRD 143996

$1.06B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • SUB-ADVISER SERVICES

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

Current Employers
Worthpointe

Ramona, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-02-19
  • TX RA
    APPROVED
    Since 2015-02-19

Branch Locations

Ramona, CA • United States

1600 Airport Fwy Suite 300, Bedford, TX 76022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Worthpointe Wealth Management Austin TX 02/2015 Present
  • 02/2015 → Present
    Worthpointe Wealth Management
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-04-18
  • S63 Uniform Securities Agent State Law Examination
    2000-04-18
Designations
  • Certified Financial Planner
Other Names
  • Rick D. Wilkinson
  • Rick Wilkinson

View on SEC IAPD

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