Byron Watkins, financial advisor Wichita KS

Byron Watkins

CRD Number: 5448380
Current Firm: Cwm, LLC

Byron Watkins (CRD# 5448380) is an Investment Advisor Representative working at Cwm, LLC in Wichita, KS and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Cwm, LLC Wichita, KS Feb 2019 - Current 5
Driven Wealth Strategies Wichita, KS Jun 2018 - Current 5
Bond And Phipps Inc. Wichita, KS May 2018 - Current 5
Watkins Properties Park City, KS Oct 2011 - Current 12
Crawl For Cancer Shawnee, KS Apr 2010 - Current 14
Cetera Advisor Networks El Segundo, CA May 2019 - Nov 2023 4
Chad Phipps Wichita, KS Oct 2018 - May 2019 < 1
Various Insurance Carriers For W&r Insurance Agencies Lawrence, KS Apr 2008 - May 2019 11
Waddell & Reed, Inc. Wichita, KS Oct 2007 - May 2019 11
Marta Curry Wichita, KS Dec 2010 - Oct 2018 7
Bni Wichita, KS Mar 2010 - Jun 2018 8
Young Professionals Of Wichita Wichita, KS Jan 2016 - Dec 2016 < 1
Back Alley Wichita, KS Sep 2006 - Oct 2016 10
Kansas School For Effective Learning Wichita, KS Apr 2010 - Apr 2016 6
March Of Dimes Wichita, KS Sep 2009 - Dec 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Byron R. Watkins
Phone Number: 402-330-0808
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    26,774
    MILLIONS
  • Total Number of Accounts
    110,327
    ACCOUNTS
  • Average Account Value
    $242,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV, WY

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