Craig
Watkins

Highland Capital Advisors, LLC

CRD#5926821
Investment Advisor
in Issaquah, WA

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About this Advisor

Craig Watkins is a financial advisor based in Issaquah, Washington, working with Highland Capital Advisors, LLC. Craig has previously held positions at Conover Securities Corporation, Conover Capital Management, Prudential Insurance Company Of America, Prudential Investment Management Services LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Pnc Capital Markets, LLC, Highland Capital Advisors, LLC, Pnc Capital Markets, Merrill Lynch, and Prudential Investment Management. Craig has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Alaska, California, Oregon, and Washington. Currently, Craig is part of Highland Capital Advisors, LLC, which operates out of Issaquah, Washington. The firm has 7 employees and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include pension consulting services and selection of other advisers. The fee structure at Highland Capital Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

485 Rainier Blvd North Suite 103
Issaquah, WA 98027

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Highland Capital Advisors, LLC Brokerage Details

Total Number of Employees

7

WA Average: 46

Investment Advisory Services

  • Pension consulting services
  • Selection of other advisers

Craig Watkins Work History

2024 - Present (0 year)

Highland Capital Advisors, LLC

2022 - Present (2 years)

Pnc Capital Markets, LLC

2022 - 2023 (1 year)

Pnc Capital Markets

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Merrill Lynch

2017 - 2019 (2 years)

Prudential Insurance Company Of America

2017 - 2019 (2 years)

Prudential Investment Management Services LLC

2017 - 2019 (2 years)

Prudential Investment Management

2013 - 2017 (4 years)

Conover Securities Corporation

2013 - 2015 (2 years)

Conover Capital Management

Disclosures

Please visit the SEC profile of Craig 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 Highland Capital Advisors, LLC

Craig Watkins
Issaquah, WA
David Mann
Issaquah, WA
David Rowe
Issaquah, WA
Richard Wyman
Issaquah, WA
William Small
Issaquah, WA

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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