Carroll Wilkerson
from Wr Wealth Planners LLC
Carroll Wilkerson is a financial advisor based in Missouri, Columbia, with 41 years of experience. Carroll currently works for Wr Wealth Planners LLC. Carroll maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
Carroll Wilkerson works at Wr Wealth Planners LLC
Wr Wealth Planners LLC is a financial advisory firm based in Columbia, Missouri. It currently has approximately $455,415,859 of assets under management and employs about 23 people. Wr Wealth Planners LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
22 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
200 E. Southampton Drive, Suite 101, Columbia, Missouri, 65203
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