Edward WatkinsCRD Number: 1131686
Current Firm: Woodbury Financial Services, Inc.
Edward Watkins (CRD# 1131686) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Raleigh, NC and has over 33 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Woodbury Financial Services||Raleigh, NC||May 2005 - Current||12|
|Delta Financial Inc.||Pinehurst, NC||Nov 1985 - Current||31|
|Minnesota Life||St. Paul, MN||Nov 1985 - Current||31|
|Edward Watkins & Associates, Inc.||Raleigh, NC||Jan 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
|S65||NASAA Investment Advisors Law Examination||Apr 1999|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV