Christopher Keith Wilkinson
Investment adviser representative at Sharebuilder 401k
13 yearsExperience
1 stateRegistered in
$0Firm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Sharebuilder 401kApr 2023 to now
- Sharebuilder AdvisorsApr 2023 to now
- Costar GroupApr 2022 to Mar 2023
- Sharebuilder 401kJul 2019 to Apr 2022
- Capital One Sharebuilder, Inc.Jan 2015 to Jul 2019
- Capital One Investment Services, LLCJan 2013 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (VA).
Sharebuilder 401k
Legal name: Sharebuilder Advisors, LLC
$0Assets managed
5,500Clients
17Advisers
7 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
- 2749952
- Firm CRD
- 300537