Advisor at Integrated Wealth Solutions, LLC
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Firm
Integrated Wealth Solutions, LLC
Location
York, PA 17402
Credentials
Series 63, Series 65
Industry experience
13 years
Richard Wilkinson is a financial advisor at Integrated Wealth Solutions, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Terra Wealth, LLC, Cape Securities, Inc., and Primerica. Wilkinson is also an independent licensed insurance agent. Integrated Wealth Solutions serves individual and high-net-worth clients with discretionary portfolio management and financial planning, using both fundamental and technical analysis within a long-term trading framework. The firm offers tailored Investment Policy Statements, educational seminars, and one-on-one advisory services.
Based on Integrated Wealth Solutions, LLC
Financial planning fees between $250 and $500
Up to 1.45%
Account minimum: $25,000
2215 E. Market St
York, PA 17402
Maryland · Pennsylvania
Integrated Wealth Solutions
2025 - Present (1 year)
TerraWealth, LLC
2022 - 2025 (3 years)
CAPE SECURITIES, iNC.
2022 - 2024 (2 years)
PRIMERICA
2012 - 2022 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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