James Watkins (CRD# 3081479) is an Investment Advisor Representative working at Watkins Financial Limited in Leawood, KS and has over 25 years of experience in the finance industry. James Watkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fourstar Wealth Advisors, LLC | Leawood, IL | Jul 2023 - Current | < 1 |
| Watkins Financial Limited | Leawood, KS | Jan 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
- TX
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Total Assets Under Management8MILLIONS
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Total Number of Accounts31ACCOUNTS
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Average Account Value$259,938
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
TX
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