Anna L Wilkin
Investment adviser representative at Bridgewealth Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
$868.9MFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Bridgewealth Advisory Group, LLCFeb 2024 to now
- Apw IncFeb 2024 to now
- UnemployedJan 2024 to Jan 2024
- Bank of America N.A.Mar 2023 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 to Dec 2023
- UnemployedNov 2022 to Dec 2022
- Scf Investment Advisors, IncAug 2019 to Oct 2022
- Scf Securities, Inc.Aug 2019 to Oct 2022
- UnemployedJun 2019 to Aug 2019
- TD Ameritrade Investment Management, LLCFeb 2018 to Jun 2019
- TD Ameritrade, Inc.Sep 2017 to Jun 2019
- Scottrade, Inc.Dec 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bridgewealth Advisory Group, LLC
$868.9MAssets managed
793Clients
5Advisers
8 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
- 6272037
- Firm CRD
- 293514