Greg Watkins (CRD# 2709340) is an Investment Advisor Representative working at Sapphire Fiduciary Advisors, LLC in Louisville, KY and has over 27 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sapphire Fiduciary Advisors, LLC | Louisville, KY | May 2022 - Current | 2 |
| Best Country Ham, LLC | Louisville, KY | Mar 2014 - Current | 10 |
| Stock Yards Bank & Trust | Louisville, KY | Jun 2015 - Apr 2022 | 6 |
| Pnc Wealth Management | Louisville, KY | May 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- FL
- KY
- OH
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$350,328
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, KY, OH
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