David Wilkins has been an investment adviser representative at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services since March 2005, and is not listed among the firm’s executive officers or direct owners.
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services is an Arlington, TX firm with $909M under management, 482 clients and 5 advisers in one office, as of its February 2026 filing.
- – present · 21 yearsArlington, TX · Adviser representative · Firm CRD 112248
Investment adviser representative registrations
David Wilkins is registered as an investment adviser representative in Texas, since March 2005.
- TexasSince 7 March 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 February 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 September 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 September 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Martin Wilkins
- CRD
- 2796493
- Firm
- Gerald Baker Financial Group, L.l.c.dba Baker Financial Services · CRD 112248
- Office
- 1415 WEST RANDOL MILL RD., Arlington, TX 76012
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does David Wilkins work?
David Wilkins is an investment adviser representative registered through Gerald Baker Financial Group, L.l.c.dba Baker Financial Services since March 2005, and is not listed among the firm’s executive officers or direct owners.
Is David Wilkins a financial advisor?
Yes. David Wilkins has a current investment-adviser registration in Texas, through Gerald Baker Financial Group, L.l.c.dba Baker Financial Services since March 2005.
How many years of experience does David Wilkins have?
David Wilkins has 29 years in the financial industry, since November 1996, across 1 adviser firm.
What exams has David Wilkins passed?
David Wilkins has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 1996. FINRA credited David Wilkins with the SIE, which began in October 2018.
Where is David Wilkins based?
David Wilkins’ registered office is in Arlington, TX.
Is David Wilkins registered with FINRA?
Yes. David Wilkins has a current broker registration, under CRD 2796493.
Source: FINRA BrokerCheck
How can I verify David Wilkins’ record?
Search CRD 2796493 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Wilkins’ full registration record.
