Paul
Watkins
Rubinbrown Advisors LLC
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About this Advisor
Paul Watkins is a certified financial planner who works out of Leawood, Kansas who has 3 years of relevant experience. Watkins is on the advisory team at Rubinbrown Advisors LLC. Over the course of their career, Watkins has held roles at Rubinbrown Advisors LLC and Wealth Management Advisors, Inc. Watkins has a Series 63 license, designating them as a securities broker, and is approved to operate in Kansas. Rubinbrown Advisors LLC is a financial advisory firm operating out of Saint Louis, MO. The company has offices in four locations and a total of 29 advisors. It handles $2 billion in assets under management between its 3,379 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves five charities and foundations. Of its 3,379 customer accounts, 65% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management typically are based on which services the firm provides the client. However, fee types charged by Rubinbrown Advisors LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rubinbrown Advisors LLC Brokerage Details
$2,115,190,668
29
3,379
$625,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Paul Watkins Work History
Paul has been registered as a financial advisor for 3 years.*
Rubinbrown Advisors LLC
Wealth Management Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul 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 Rubinbrown Advisors LLC
Saint Louis, MO
Saint Louis, MO
Denver, CO
Saint Louis, MO
Denver, CO
Leawood, KS
Leawood, KS
Denver, CO
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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.
