Peter Wilkinson has been an investment adviser representative at Lombard Advisers since February 2023, and is not listed among the firm’s executive officers or direct owners.
Lombard Advisers Incorporated is a Baltimore, MD firm with $670M under management, 985 clients and 30 advisers across 24 offices, as of its March 2026 filing.
Peter Wilkinson’s longest registration was 12 years at MML Investors Services, LLC (2009–2021). Before joining Lombard Advisers in 2023, Peter Wilkinson was registered through MML Investors Services, LLC.
- – present · 3 yearsYork, PA · Adviser representative · Firm CRD 108231
- MML Investors Services, LLC– · 12 yearsHunt Valley, MD · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Peter Wilkinson is registered as an investment adviser representative in 2 states. Each was approved in February 2023.
- MarylandSince 27 February 2023
- PennsylvaniaSince 28 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 10 June 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 August 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 February 2002 |
- 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
- Peter Graham Wilkinson
- CRD
- 4504077
- Firm
- Lombard Advisers · CRD 108231
- Office
- 1938 Security Drive, York, PA 17402
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter Wilkinson work?
Peter Wilkinson is an investment adviser representative registered through Lombard Advisers Incorporated since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Peter Wilkinson a financial advisor?
Yes. Peter Wilkinson has a current investment-adviser registration in Maryland and Pennsylvania, through Lombard Advisers since February 2023.
How many years of experience does Peter Wilkinson have?
Peter Wilkinson has 23 years in the financial industry, since May 2003, across 2 adviser firms.
What exams has Peter Wilkinson passed?
Peter Wilkinson has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 2002. FINRA credited Peter Wilkinson with the SIE, which began in October 2018.
Where did Peter Wilkinson work before Lombard Advisers?
Before Lombard Advisers, Peter Wilkinson was registered through MML Investors Services, LLC, June 2009 to December 2021.
Where is Peter Wilkinson based?
Peter Wilkinson’s registered office is in York, PA.
Is Peter Wilkinson registered with FINRA?
No. Peter Wilkinson has no current broker registration.
How can I verify Peter Wilkinson’s record?
Search CRD 4504077 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Wilkinson’s full registration record.