David Wilkins

David Wilkins

Financial Advisor and Sales Manager

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location of David WilkinsEloy, Arizona, United States

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  • Timeline

  • About me

    President and Owner of Secure Retirement Adcisors, LLC

  • Education

    • College For Financial Planning

      2010 - 2010
      Charterd Retirement Planning Counselor Retirement Planning for Seniors

      Activities and Societies: Awarded Chartered Retirement Planning Counselor designation in January of 2010

    • Kernville, California and El Centro California

      1967 - 1971
  • Experience

    • Prudential Financial

      Apr 1984 - Apr 2002
      Financial Advisor and Sales Manager

      After a successful three years as an advisor I was offered and accepted a promotion to sales manager in January, 1987. After three successful years of recruiting and training advisors, in 1990 preferring to work directly with clients, I went back to being an advisor. In April of 2002 after a successful 18 year carreer I decided I want to be completly independent and formed my own Insurance and Investment firm.

    • Secure Retirement Solutions, Inc.

      Nov 2003 - now
      President

      Advanced Estate Planning and Retirement Portfolio Management

    • Secure Retirement Advisors, LLC

      Feb 2011 - now
      Investment Advisor

      Managing Member and Financial Advisor

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor, CRPC

      College for Financial Planning
      Jul 2015