Carl
Watkins

Commonwealth Financial Network

CRD#5347315
Investment Advisor
in Sarasota, FL

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About this Advisor

Carl Watkins is a certified financial planner who works out of Sarasota, Florida. Currently a registered investment advisor with Commonwealth Financial Network, Watkins has 10 years of professional experience in the financial advisory industry. Watkins holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Watkins is able to advise investors based out of Florida. Throughout their career, they have worked at Lincoln Park Financial Group, LLC, Commonwealth Financial Network and Allegiant Private Advisors, LLC. Commonwealth Financial Network is headquartered in Sarasota, Florida, and operates out of 1,090 other offices throughout the nation. As a company, Commonwealth Financial Network oversees $111 billion in assets throughout 436,517 accounts and employs more than 3,400 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Commonwealth Financial Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1990 Main Street Suite 801
Sarasota, FL 34236

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

FL Average: $16,012,751,954
Total Number of Employees

3,400

FL Average: 118
Total Number of Accounts

436,517

FL Average: 4,567
Average Account Size

$255,295

FL Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Carl Watkins Work History

Carl has 10 years of experience.

2014 - Present (8 years)

Allegiant Private Advisors, LLC

2013 - Present (9 years)

Commonwealth Financial Network

2010 - 2014 (4 years)

Lincoln Park Financial Group, LLC

2010 - 2013 (3 years)

Commonwealth Financial Network

Disclosures

Carl Watkins has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Matthew Geremia
Medfield, MA
Matthew Glova
Raleigh, NC
Vanessa Jilot
Sausalito, CA
Mark Mcevily
Dayton, OH
Robert Moore
Troy, MI
Keith Blakeman
Scottsdale, AZ
Stephan Hess
Harrisonburg, VA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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