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
Watkins And Associates Investment Services, LLC
By the Numbers
-
Total Assets Under Management9MILLION
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Total Number of Accounts30ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK, TX
Financial Advisors at Watkins And Associates Investment Services, LLC
1
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.
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