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Robert Wilkes Jr.

Advisor at The Robert J. Wilkes Planning Forum

Updated today

Location

Binghamton, NY 13901-2335

Credentials

ChFC®, Series 63, Series 65

Industry experience

51 years

About

Robert Wilkes Jr. is the owner of The Robert J. Wilkes Planning Forum and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of experience in financial planning and investment management, with prior roles at Fortune Financial Services, Inc., and H.Beck, Inc. He is also a partner at the Wilkes Johnson Comprehensive Planning Institute, which provides financial planning and insurance services. The Robert J. Wilkes Planning Forum offers comprehensive financial planning and investment management services, including insurance needs analysis and estate-planning education. The firm manages diversified portfolios using fundamental and technical analysis on a non-discretionary basis, with client trade authorization and custodial statements provided by SEI Private Trust Company.

Client services

Based on The Robert J. Wilkes Planning Forum

Financial planning Portfolio management

Expertise

Based on The Robert J. Wilkes Planning Forum

Life insurance needs analysis Disability insurance Long-term care insurance General estate planning guidance

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.45% $10,000,001+: 0.40%

Location

32 West State Street, Suite 211

Binghamton, NY 13901-2335

Most active in

New York

Work history

Fortune Financial Services, Inc

2017 - Present (9 years)

H.Beck, Inc.

2009 - 2016 (7 years)

Wilkes Johnson Comprehensive Planning Institute

2004 - Present (22 years)

The Robert J Wilkes Planning Forum

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65, Series 66

Johnson City, NY

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Wealth management
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Binghamton, NY

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Retirement income strategy Elder care planning
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Binghamton, NY

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Retirement income strategy Elder care planning
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Series 65

Binghamton, NY

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Retirement income strategy Elder care planning
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