Anna Wilkin has been an investment adviser representative at Bridgewealth Advisory Group since February 2024, and is not listed among the firm’s executive officers or direct owners.
Bridgewealth Advisory Group, LLC is a Fresno, CA firm with $869M under management, 793 clients and 5 advisers in one office, as of its March 2026 filing.
Anna Wilkin’s longest registration was 3 years at SCF Investment Advisors, Inc. (2019–2022). Before joining Bridgewealth Advisory Group in 2024, Anna Wilkin was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and SCF Investment Advisors, Inc.
- – present · 2 yearsFresno, CA · Adviser representative · Firm CRD 293514
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearFresno, CA · Adviser representative · Firm CRD 7691
- SCF Investment Advisors, Inc.– · 3 yearsFresno, CA · Adviser representative · Firm CRD 123608
- TD Ameritrade, Inc.– · 1 yearFresno, CA · Adviser representative · Firm CRD 7870
- TD Ameritrade Investment Management, LLC– · 1 yearFresno, CA · Adviser representative · Firm CRD 111514
- Scottrade Investment Management– · 1 yearSaint Louis, MO · Adviser representative · Firm CRD 169988
Investment adviser representative registrations
Anna Wilkin is registered as an investment adviser representative in California, since February 2024.
- CaliforniaSince 16 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 1 June 2020 |
| Series 24 | General Securities Principal Examination | 25 October 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 February 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 June 2014 |
| Series 7 | General Securities Representative Examination | 2 May 2014 |
- Name
- Municipal Securities Representative Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Anna L Wilkin
- CRD
- 6272037
- Firm
- Bridgewealth Advisory Group · CRD 293514
- Office
- 986 WEST ALLUVIAL AVE., SUITE 101, Fresno, CA 93711
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Anna Wilkin work?
Anna Wilkin is an investment adviser representative registered through Bridgewealth Advisory Group, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Anna Wilkin a financial advisor?
Yes. Anna Wilkin has a current investment-adviser registration in California, through Bridgewealth Advisory Group since February 2024.
How many years of experience does Anna Wilkin have?
Anna Wilkin has 11 years in the financial industry, since December 2014, across 6 adviser firms.
What exams has Anna Wilkin passed?
Anna Wilkin has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 24 and Series 52TO. The earliest, the Series 7, was passed in May 2014. FINRA credited Anna Wilkin with the SIE, which began in October 2018.
Where did Anna Wilkin work before Bridgewealth Advisory Group?
Before Bridgewealth Advisory Group, Anna Wilkin was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2023 to December 2023; SCF Investment Advisors, Inc., August 2019 to November 2022; TD Ameritrade, Inc., February 2018 to July 2019; TD Ameritrade Investment Management, LLC, February 2018 to July 2019; Scottrade Investment Management, February 2017 to February 2018.
Where is Anna Wilkin based?
Anna Wilkin’s registered office is in Fresno, CA.
Is Anna Wilkin registered with FINRA?
Yes. Anna Wilkin has a current broker registration, under CRD 6272037.
Source: FINRA BrokerCheck
How can I verify Anna Wilkin’s record?
Search CRD 6272037 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Anna Wilkin’s full registration record.