GW
GW

Gary Ray Wilkins

32 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$21.0B

Fee Structure

Financial Planning:Investment management only
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Location

5151 San Felipe Street, Suite 2400, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gary is a partner in Ray & Patricia Wilkins Properties LLC, a family-owned timber property, with no business responsibilities. He is also an insurance agent and retirement consultant with The Baldwin Group, dedicating nearly full-time hours to providing employee benefit options and programs.

Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Bks Retirement Services
February 2022 - October 2024 · 2 yrs 8 mos
Gwfs Equities, INC.Broker
May 1993 - October 2021 · 28 yrs 5 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.