Phillip Watkins (CRD# 6055778) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 11 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Temple Terrace, FL | Sep 2023 - Current | < 1 |
| Morgan Stanley | Temple Terrace, FL | Sep 2023 - Current | < 1 |
| Morgan Stanley | Temple Terrace, FL | Apr 2023 - Current | 1 |
| E*trade Securties LLC | Temple Terrace, FL | Dec 2020 - Current | 3 |
| E*trade Capital Management LLC | Temple Terrace, FL | Dec 2020 - Current | 3 |
| Raymond James | Saint Petersburg, FL | Jun 2017 - Sep 2020 | 3 |
| Unemployed | Saint Petersburg, FL | May 2016 - Jun 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alameda, CA | Oct 2014 - May 2016 | 1 |
| Bank Of America, N.a. | Alameda, CA | Oct 2014 - May 2016 | 1 |
| Unemployed | Mckinney, TX | Jul 2014 - Oct 2014 | < 1 |
| Axa Advisors, LLC | New York, NY | Jul 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- FL
- GA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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