Watkins And Associates Investment Services, LLC

Watkins And Associates Investment Services, LLC (CRD# 171624) is a financial advisory firm headquartered in Tulsa, OK. They manage $9,000,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1419 S. Utica, Tulsa, OK 74104
http://www.watkinsandassoc.com/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $300,000
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Watkins And Associates Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rodney Watkins, financial advisor Tulsa OK
Rodney L. Watkins
CRD#: 3091936
1419 S. Utica, Tulsa, OK 74104

Rodney Watkins (CRD# 3091936) is an Investment Advisor Representative working at Watkins And Associates Investment Services, LLC in Tulsa, OK and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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