Erika Anne Wilkes
Investment adviser representative at Charles Schwab & Co., Inc.
9 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
9 years in the industry.
- Charles Schwab & Co., Inc.Nov 2024 to now
- Charles Schwab Bank, SsbNov 2024 to now
- California Pizza KitchenSep 2024 to Dec 2024
- Keller Williams On the Water SarasotaSep 2024 to Nov 2024
- Mark Spain Real EstateAug 2023 to Sep 2024
- Picerne Real Estate GroupFeb 2023 to Aug 2023
- Mark Spain Real EstateJul 2021 to Feb 2023
- California Pizza KitchenMay 2021 to Oct 2021
- Windmill TitleDec 2020 to Jun 2021
- Cahill Wilinski Rhodes & JoyceMar 2019 to Dec 2020
- Chick-fil-aMay 2018 to Mar 2019
- Total Alignment Wealth AdvisorsSep 2017 to Aug 2018
- StarbucksMar 2017 to Sep 2017
- Chick-fil-aSep 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7999347
- Firm CRD
- 5393