Richard Wilkinson
Investment adviser representative at Integrated Wealth Solutions, LLC
14 yearsExperience
2 statesRegistered in
$114MFirm assets
Under 1 yearFirm 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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Integrated Wealth Solutions, LLCJan 2025 to now
- Terrawealth, LLCSep 2022 to Jan 2025
- Cape Securities, Inc.Sep 2022 to Dec 2024
- PrimericaMar 2012 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
Integrated Wealth Solutions, LLC
$114MAssets managed
306Clients
8Advisers
Under 1 yearIn 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
- 6064871
- Firm CRD
- 334422