Gary Ray Wilkins
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
33 yearsExperience
1 stateRegistered in
$27.3BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Simplicity InvestmentsSep 2026 to now
- The Baldwin Group Wealth Advisors, LLCOct 2024 to now
- The Baldwin GroupOct 2021 to now
- Bks Retirement Services dba Insgroup FinancialJan 2022 to Oct 2024
- Bks-retirement Services dba Ingroup FinancialOct 2021 to Jan 2022
- Benefitscorp Equities, Inc.Feb 1993 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Baldwin Group Wealth Advisors, LLC
$27.3BAssets managed
2,134Clients
47Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2342010
- Firm CRD
- 312284