Michael
Watkins

Virtue Capital Management, LLC

CRD#5893859
Investment Advisor
in Oldsmar, FL

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About this Advisor

Michael Watkins is a financial advisor based in Oldsmar, Florida, working with Virtue Capital Management, LLC. Michael has previously held positions at Tampa Bay Advisory, Wealth Financial Advisory Services, LLC, Horter Investment Management, Redwood Private Wealth LLC, and Virtue Capital Management, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Michael is part of Virtue Capital Management, LLC, which operates out of Oldsmar, Florida. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

172-A State Street East
Oldsmar, FL 34677

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$787,466,707

FL Average: $730,596,643
Total Number of Employees

110

FL Average: 15
Total Number of Accounts

6,111

FL Average: 968
Average Account Size

$128,861

FL Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Michael Watkins Work History

2024 - Present (0 year)

Virtue Capital Management, LLC

2010 - Present (14 years)

Tampa Bay Advisory

2022 - 2023 (1 year)

Redwood Private Wealth LLC

2019 - 2022 (3 years)

Horter Investment Management

2014 - 2019 (5 years)

Wealth Financial Advisory Services, LLC

Disclosures

Please visit the SEC profile of Michael Watkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Virtue Capital Management, LLC

Brooke Huckert
Brenham, TX
Justin Barwick
Saint Louis, MO
John Keeley
Roanoke, VA
Danny Miller
Pompano Beach, FL
Ronald Wiitala
Brentwood, TN
Timothy Mathieu
Brentwood, TN
Hugh Mcdonald
Brentwood, TN
Brandon Dillard
Brentwood, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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