William WatkinsCRD Number: 4276307
Current Firm: First Citizens Investor Services, Inc.
William Watkins (CRD# 4276307) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Lugoff, SC and has over 14 years of experience in the finance industry.
Janney Montgomery Scott LLC
Independent Advisor Alliance, LLC
Davinci Financial Designs
|First Citizens Bank||Lugoff, SC||Nov 2018 - Current||2|
|First Citizens Investor Services||Raleigh, NC||Nov 2018 - Current||2|
|Wells Fargo Clearing Services, LLC||Florence, SC||Nov 2016 - Nov 2018||2|
|Wells Fargo Bank Na||Florence, SC||Jun 2014 - Nov 2018||4|
|Wells Fargo Advisors, LLC||Florence, SC||Jun 2014 - Nov 2016||2|
|Wells Fargo Advisors Financial Network, LLC||Camden, SC||May 2012 - Jul 2014||2|
|Edward Jones||St Louis, MO||Apr 2008 - May 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
Total Assets Under Management981MILLIONS
Total Number of Accounts3,584ACCOUNTS
Average Account Value$273,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
CA, FL, GA, IN, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WV
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