William Watkins, financial advisor Lugoff SC

William Watkins

CRD 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.

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Davinci Financial Designs
Company Name Location Dates Years
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
Contact Info for William C. Watkins
Phone Number: 800-229-0205
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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