Mark Watkinson, financial advisor Malvern PA

Mark Watkinson

CRD Number: 5349275
Current Firm: Watkinson Capital Advisors LLC

Mark Watkinson (CRD# 5349275) is an Investment Advisor Representative working at Watkinson Capital Advisors LLC in Malvern, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Watkinson Capital Advisors LLC Malvern, PA Apr 2017 - Current 6
A.h. Williams & Company Philadelphia, PA Sep 2014 - Mar 2017 2
Cmg Capital Management Group LLC Radnor, PA Sep 2009 - Sep 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Dec 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mark C. Watkinson
Phone Number: 484-588-0120
Registered State(s):
  • CA
  • PA
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $814,537
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, PA

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