Robert Wilkes Jr.
Advisor at The Robert J. Wilkes Planning Forum
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at The Robert J. Wilkes Planning Forum
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Binghamton, NY 13901-2335
Credentials
ChFC®, Series 63, Series 65
Industry experience
51 years
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.
Based on The Robert J. Wilkes Planning Forum
Based on The Robert J. Wilkes Planning Forum
$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%
32 West State Street, Suite 211
Binghamton, NY 13901-2335
New York
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)
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Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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