Investors have reportedly disputed the sales practices of securities broker Robert Steven Wilkinson [CRD: 1180321, Oakland, California], according to publicly available information found on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Wilkinson worked for Western International Securities Inc. from November 26, 2013, to June 5, 2025, and later registered with LPL Financial LLC beginning June 5, 2025. See the following information to learn more about disclosures involving this securities broker.
Specifically, on January 17, 2026, a Western International Securities Inc. client filed a complaint about Robert Wilkinson. Mainly, the client alleged that Wilkinson did not act in the best interest of the client when recommending investments. For this reason, the investor allegedly sustained damages associated with corporate bonds. Consequently, the client requested $325,000 in compensation from Western International Securities Inc. or Wilkinson.
Particularly, a client of ePlanning Securities Inc. contested Wilkinson’s sales practices by filing Civil Action No. BC-403385. Allegedly, Wilkinson made misrepresentations, breached his fiduciary duty, engaged in conversion, and made omissions in connection with a TIC 1031 exchange. It appears that Wilkinson allegedly caused the client to sustain damages related to these investments. As a result, ePlanning Securities Inc. opted to settle the matter on August 11, 2011, by compensating the client in the amount of $2,000,000.
Did you suffer any investment-related losses because of Robert Wilkinson? You should contact Soreide Law Group online or at (888) 760-6552 and talk with a securities attorney concerning a possible recovery of your investment losses. Soreide Law Group has recovered losses for many clients throughout the US. Also, the firm works on a contingency fee basis and advances all costs. Wilkinson and brokerage firms Wilkinson worked for deny any allegations of sales practice violations.
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