Craig WatkinsCRD Number: 1228348
Current Firm: Usa Financial Securities Corporation
Craig Watkins (CRD# 1228348) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Benicia, CA and has over 25 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|Usa Financial Securities Corporation||Ada, MI||Jun 2010 - Current||7|
|Cornerstone Financial Group||Walnut Creek, CA||Jun 2004 - Current||13|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Jul 2004 - Jun 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1992|
|S65||NASAA Investment Advisors Law Examination||Jun 2002|
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:
- Financial Issue
- Customer Dispute
- Regulatory Event
Total Assets Under Management262MILLIONS
Total Number of Accounts1,924ACCOUNTS
Average Account Value$136,313
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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
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