Anna L Wilkin
Investment Adviser Representative at Bridgewealth Advisory Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anna L. Wilkin is an investment adviser representative with Bridgewealth Advisory Group, LLC in Fresno, CA, where they have been registered since 2024. They have worked in the securities industry since 2014 and have been registered with 6 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and SCF Investment Advisors, Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Scottrade, Inc.Dec 2013 – Sep 2017Fresno, CA
- TD Ameritrade, Inc.Sep 2017 – Jun 2019Fresno, CA
- TD Ameritrade Investment Management, LLCFeb 2018 – Jun 2019Omaha, NE
- UnemployedJun 2019 – Aug 2019Madera, CA
- SCF Securities, Inc.Aug 2019 – Oct 2022Fresno, CA
- SCF Investment Advisors, IncAug 2019 – Oct 2022Fresno, CA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 – Dec 2023Fresno, CA
- Bank of America N.A.Mar 2023 – Dec 2023Fresno, CA
- Bridgewealth Advisory Group, LLCFeb 2024 – no end date reportedFresno, CA
- APW IncFeb 2024 – Mar 2024Rockaway, NJ
- APW IncMar 2024 – no end date reportedRockaway, NJ
- UnemployedJan 2024 – Jan 2024Kingsburg, CA
- UnemployedNov 2022 – Dec 2022Madera, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bridgewealth Advisory Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth and investment management solutions, including a combination of investment vehicles and strategic financial planning to help clients achieve their goals quicker, easier, and more tax efficiently.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Fresno, CA
- SEC file number:
- 801-112758
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Bridgewealth Advisory Group, LLC
4 other advisors in the directory
Similar advisors in Fresno, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anna L Wilkin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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