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Richard Dale Wilkinson

Wealth ManagerWorthpointe, LLCCRD 4141734

About Richard Dale Wilkinson

Richard Dale Wilkinson is listed as Wealth Manager at Worthpointe, LLC. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Worthpointe, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Richard Dale Wilkinson work?

Richard Dale Wilkinson is listed as Wealth Manager at Worthpointe, LLC on SEC Form ADV.

How much of Worthpointe, LLC does Richard Dale Wilkinson own?

Form ADV reports a beneficial ownership band of 5-10%.

Worthpointe, LLC

TitleWealth Manager
Ownership5-10%
Control personNo
Since2018