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Brady Wayne Wilkins

Investment adviser representative at LPL Financial LLC
14 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. LPL Financial LLCJul 2021 to now
  2. Various Insurance Carriers for W&r Insurance AgenciesDec 2019 to Jul 2021
  3. Waddell & Reed, Inc.Dec 2019 to Jul 2021
  4. Cetera Investment Advisers LLCJun 2019 to Dec 2019
  5. Cetera Investment Services LLCJun 2019 to Dec 2019
  6. Brady Wilkins Vacation Rental HomeAug 2014 to Jul 2021
  7. Foresters Financial ServicesOct 2012 to Jun 2019
  8. Foresters Advisory ServicesSep 2012 to Jun 2019
  9. Foresters FinancialSep 2012 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
4696731
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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