Janney Montgomery Scott
46yrs
Top advisor by experience in Doylestown
22yrs
Robert Wilkinson
Financial advisor at Advisors Asset Management
Robert Wilkinson has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Doylestown, Pennsylvania. After seven years at Nuveen Asset Management, Robert joined Advisors Asset Management in 2021, a firm offering investment management. Advisors Asset Management reports being paid through a percentage of assets.
One of 259 advisors with offices in Doylestown, and one of 226 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
OfficeDoylestown, PA
How the firm is paid ?Percent of assets
Typical client at the firm ?$486,740
Advisors at the firm127
States licensed ?1 state
Services through Advisors Asset Management
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowAdvisors Asset Management, Inc.Current firm
- 2014 – 2021Nuveen Asset Management, LLCPreviously
Contact Robert
(719) 488-9956Firm headquarters in Monument, CO. Ask for Robert. Doylestown, PAOffice · Get directions LinkedIn pageAdvisors Asset ManagementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Advisors Asset Management at (719) 488-9956 and ask for Robert Wilkinson. Robert works from the Doylestown, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2004, about 22 years. More experience than 67% of advisors nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Advisors Asset Management reports being paid by a percentage of the assets they manage. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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