Michelle Wilkinson (CRD# 6189133) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 10 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cape Securities, Inc. | Mcdonough, GA | Sep 2022 - Current | 1 |
| Terra Wealth Management, LLC | Shrewsbury, PA | Sep 2022 - Current | 1 |
| Saubel's Markets | Shrewsbury, PA | Nov 2018 - Current | 5 |
| Pfs Investments Inc. | Shrewsbury, PA | May 2013 - Sep 2022 | 9 |
| Primerica Financial Services | Shrewsbury, PA | Mar 2012 - Sep 2022 | 10 |
| Weis Pharmacy | York, PA | Mar 1996 - Jan 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- PA
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts2,158ACCOUNTS
-
Average Account Value$115,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI
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