Chuck Wilkinson
Jackson, Mississippi, 39209
Member Since 2005
I am a fee-only advisor that has 30 years of experience as a portfolio manager. Since I am not affiliated with any insurance company, brokerage firm, or mutual fund, my services are free of any conflicts of interest. Financial advice is tailored to the specific investment needs of the client.
My Location
Background Information
Years of Financial Experience
- 30
Education
- U.S. Air Force Academy (BS)
- Emory University (MBA)
Certifications and Designations
- CFA®
Association Memberships
- CFA Institute
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 116472
- Insurance Licenses: None
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Money manager selection, Asset Management, Performance Reporting, Tax Efficient Strategies
