James Watkins, financial advisor Peachtree City GA
83 score

James Watkins

CRD Number: 1315208
Current Firm: Vsr Advisory Services

James Watkins (CRD# 1315208) is an Investment Advisor Representative working at Vsr Advisory Services in Peachtree City, GA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Vsr Advisory Services Overland Park, KS Aug 2007 - Current 9
Vsr Financial Services, Inc. Peachtree City, GA Feb 1987 - Current 29
Securities Investment Brokers, Inc. Peachtree City, GA Feb 1987 - Current 29
Self Employed Peachtree City, GA Jun 1983 - Current 33
The Masters (division Of Vsr) Overland Park, KS Jan 2003 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for James O. Watkins
Phone Number: 913-498-2900
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,944
    ACCOUNTS
  • Average Account Value
    $183,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
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
83

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