Daniel Watkins, financial advisor Lewisville TX
93 score

Daniel Watkins

CRD Number: 4435571
Current Firm: Advice And Planning Services

Daniel Watkins (CRD# 4435571) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Feb 2011 - Current 5
Tiaa Lewisville, TX Feb 2011 - Current 5
Unemployed Dallas, TX Jan 2011 - Jan 2011 < 1
Aegis Communications Group Irving, TX Aug 2010 - Dec 2010 < 1
Unemployed Dallas, TX Jul 2009 - Jul 2010 1
Danielle A. Jones Forney, TX Jan 2009 - Jun 2009 < 1
Southern Farm Bureau Fund Distributor, Inc. Forney, TX May 2005 - Jun 2009 4
Farm Bureau County Mutual Insurance Company Forney, TX May 2005 - Jun 2009 4
Foremost Forney, TX May 2005 - Jun 2009 4
Louis A. William Forney, TX May 2005 - Jun 2009 4
National Flood Insurance Forney, TX May 2005 - Jun 2009 4
National Livestock Forney, TX May 2005 - Jun 2009 4
Old Republic Surety Forney, TX May 2005 - Jun 2009 4
Progressive Forney, TX May 2005 - Jun 2009 4
Rain And Hail Forney, TX May 2005 - Jun 2009 4
Southern Capital Brokerage Company, LLC Forney, TX May 2005 - Jun 2009 4
Southern Farm Bureau Casualty Insurance Company Forney, TX May 2005 - Jun 2009 4
Southern Farm Bureau Life Insurance Company Forney, TX May 2005 - Jun 2009 4
Texas Automobile Insurance Plan Association Forney, TX May 2005 - Jun 2009 4
Texas Fair Plan Forney, TX May 2005 - Jun 2009 4
Texas Farm Bureau Mutual Insurance Company Forney, TX May 2005 - Jun 2009 4
Texas Farm Bureau Underwriters Insurancy Company Forney, TX May 2005 - Jun 2009 4
Texas Mutual (workers Compensation) Forney, TX May 2005 - Jun 2009 4
Texas Windstorm Insurance Association Forney, TX May 2005 - Jun 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Daniel R. Watkins
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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