Mark Alan Wilkinson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

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

• 06/2008 → 01/2025
  Lincoln Financial Securities Corporation
  Raleigh, NC
• 01/2025 → Present
  Osaic Wealth, Inc.
  Raleigh, NC

Previous Registrations

• 2005-01-03 → 2025-01-24
  Osaic Fs, Inc.
  Cary, NC
  Raleigh, NC
  Raleigh, NC
  Durham, NC
  Cary, NC
  Raleigh, NC
  Raleigh, NC

Other Businesses

1. CONTINGENT CO ATTORNEY IN FACT POSITION: Contingent Co Attorney in Fact NATURE: Legal INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2022 ADDRESS: 900 Ridgefield Dr, Ste 130, Raleigh, NC 27609 DESCRIPTION: Paying bills, managing sale and purchase of real estate and other assets, managing all of the financial matters for my parents. 2. RANDALL PRIVATE WEALTH POSITION: Wealth Manager / Assistant NATURE: Marketing, Sales and Service of fixed insurance products and LTC insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 06/09/2026 ADDRESS: 900 Ridgefield Dr Ste 130, Raleigh NC 27609, United States DESCRIPTION: Marketing, Sales and Service of fixed insurance products and LTC insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-01
• S63 Uniform Securities Agent State Law Examination
  1999-12-20