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Joel Kent Wilkinson

Advisor at LPL Financial — Duncan, OK West Willow

Updated today

Credentials

Series 63, Series 65

Experience

40 years

Location

Duncan, OK 73533

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,413 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Joel Wilkinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His prior firms include Raymond James Financial, Cetera, and First Financial Equity Corporation. In addition to his advisory work, he owns tax preparation and accounting businesses and is involved in mineral extraction sales. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Duncan, OK West Willow

751 West Willow, Suite 22

Duncan OK 73533

Advisors at this office

1

Most active in

Oklahoma · Texas

Work history

40 years of industry experience

LPL Financial LLC

2023 - Present • 3 years

Oklahoma City, OK

Cetera

2023 - 2023 • 1 year

Schaumburg, IL

CETERA Advisor Networks LLC

2022 - 2023 • 1 year

El Segundo, CA

First Financial Equity Corporation

2020 - 2022 • 2 years

Duncan, OK

JK Asset Management, LLC

2020 - Present • 6 years

Duncan, OK

Your Money Working, LLC

2014 - 2020 • 6 years

Duncan, OK

Raymond James Financial

2009 - 2020 • 11 years

Duncan, OK

J. Kent Wilkinson, CPA

2007 - Present • 19 years

Duncan, OK

Raymond James financial Services

2007 - 2020 • 13 years

Duncan, OK

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Joseph C

CFP®, Series 63, Series 65

Duncan, OK

Second Line Capital, LLC

Joseph Combest is a CFP® with 33 years of experience in financial services. He is currently with Second Line Capital, LLC and has prior experience at Capstone Triton Financial Group LLC and Hbwadvisory Services LLC. Outside of his advisory work, he manages Combest Land and Cattle Company, LLC, a farming business. Second Line Capital serves individuals, trusts, estates, retirement plans, and business entities with investment and wealth management, financial planning, and retirement plan consulting. The firm uses a variety of advisory platforms and offers both discretionary and non-discretionary portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Kyle C

Series 65

Duncan, OK

Second Line Capital, LLC

Kyle Combest is a financial advisor at Second Line Capital, LLC with a Series 65 designation and over four years of experience in the financial services industry. His prior roles include positions at Chickasaw Community Bank, Liberty National Bank, and MidFirst Bank. He is also involved with Combest Financial Services. Second Line Capital serves individual, trust, and institutional clients with portfolio management, financial planning, wealth management, and retirement plan consulting. The firm uses a mix of proprietary model portfolios and independent managers to tailor portfolios according to clients’ objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Eric D

Series 66

Duncan, OK

Thurston Springer Advisors

Eric Davis is a financial advisor at Thurston Springer Advisors with 25 years of industry experience. He holds a Series 66 designation and previously worked at Phillips Capital Advisors, Inc. and T. S. Phillips Investments, Inc. from 2003 to 2024. Outside of his advisory role, Davis serves as the President of the Duncan Public Schools Board and leads the Stephens County Christmas Dinner Committee. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using discretionary and non-discretionary approaches across a range of asset classes.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Kevin W

Series 66

Duncan, OK

OSAIC Advisory Services, LLC

Kevin Womack is a financial advisor at OSAIC Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has experience mentoring under a senior advisor while assisting with client account management. Outside of advising, he occasionally provides contract labor as a cable technician for a family business. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting through multiple program models and utilizes both proprietary and third-party platforms.

Annuities
user avatar

Robert A

Series 66

Duncan, OK

OSAIC Advisory Services, LLC

Robert Armstrong is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Osaic Advisory Services, LLC and previously spent nine years at Arbor Point Advisors and Securities America Inc. Armstrong serves as the mayor of Duncan, Oklahoma, and holds board membership roles with local nonprofit and community organizations, including the Duncan Chamber of Commerce and the Schools Foundation. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary and third-party platforms.

Annuities
user avatar

Terrin L

Series 66

Duncan, OK

Edward Jones

Terrin Liles is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. He serves in Duncan, Oklahoma, and participates as a Steering Committee Assistant for Leadership Duncan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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