Securities America Advisors, Inc
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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
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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.
Securities America Advisors
Securities America Inc
Delta Financial Inc
Edward Watkins & Associates, Inc
Woodbury Financial Services
Edward Watkins has no disclosures.
Please visit their SEC profile for more details.