Edward
Watkins

Securities America Advisors, Inc

CRD#1131686
Investment Advisor
in Raleigh, NC
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About this Advisor

Edward Watkins is an investment advisor whose office is in Raleigh, North Carolina. Currently a registered investment advisor with Securities America Advisors, Inc, they have accrued an impressive 34 years of work experience. Watkins maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Watkins can operate in North Carolina. Throughout their career, they have worked at Edward Watkins & Associates, Inc, Delta Financial Inc, Minnesota Life, Woodbury Financial Services, Securities America Advisors and Securities America Inc. Securities America Advisors, Inc is headquartered in Raleigh, North Carolina, and operates out of 1,238 locations across the United States. In total, Securities America Advisors, Inc manages $22 billion in assets throughout 141,149 client accounts and employs more than 1,875 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 77,459 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Securities America Advisors, Inc 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's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

34 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, Others

Disclosures

No

Office Location

3214 Charles B Root Wynd Ste. 145
Raleigh, NC 27612

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

NC Average: $1,978,216,465
Total Number of Employees

1,992

NC Average: 226
Total Number of Accounts

154,747

NC Average: 7,467
Average Account Size

$141,440

NC Average: $264,928

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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

Edward Watkins Work History

Edward has 34 years of experience.

2016 - Present (3 years)

Securities America Advisors

2016 - Present (3 years)

Securities America Inc

1985 - Present (34 years)

Delta Financial Inc

1985 - Present (34 years)

Minnesota Life

1984 - Present (35 years)

Edward Watkins & Associates, Inc

2005 - 2016 (11 years)

Woodbury Financial Services

Disclosures

Edward Watkins has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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