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Member · Wilkerson Advisory Group LLC

Carroll W. Wilkerson

CRD 1395035 · Named on Form ADV at one SEC-registered adviser

At a glance

Wilkerson Advisory Group LLC, an SEC-registered wealth manager based in Columbia, MO with $327 million in regulatory assets, lists Carroll W. Wilkerson on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Carroll’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carroll’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.