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David Wilkins

Financial Advisor and Sales Manager

40 followers

Eloy, 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