Unclaimed Profile

Robert Kenneth Watkins

ADVANCED GROUP FINANCIAL SERVICES, LLC·UTICA, New York

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record16 years registeredADVANCED GROUP FINANCIAL SERVICES, LLC

2508 GENESEE STREET, UTICA, NY 13502CRD# 2207716Firm CRD# 151451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Kenneth Watkins · UTICA, NY

Registration

CRD #2207716 · ADVANCED GROUP FINANCIAL SERVICES, LLC · 16 years registered

Brand Profile

Not yet started

Career History

COMMONWEALTH FINANCIAL NETWORK

Jan 2025 – present

OSAIC WEALTH, INC.

Dec 2017 – Jan 2025

UTICA, NY

ADVANCED GROUP FINANCIAL SERVICES, LLC

Mar 2014 – Nov 2021

UTICA, NY

ADVANCED GROUP FINANCIAL SERVICES, LLC

Mar 2010 – Dec 2012

UTICA, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · March 19, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVANCED GROUP FINANCIAL SERVICES, LLC

CRD 151451 · SEC 801-109956

AUM

$28M

Regulatory assets under management

Employees

148 client accounts

Services offered by ADVANCED GROUP FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADVANCED GROUP FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Kenneth Watkins offer?

Robert Kenneth Watkins specializes in Financial Planning, Investment Management. Contact their office in UTICA, New York for a consultation.

What are Robert Kenneth Watkins's credentials?

Robert Kenneth Watkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Kenneth Watkins located?

Robert Kenneth Watkins is based in UTICA, New York, working with ADVANCED GROUP FINANCIAL SERVICES, LLC. Their office serves clients in the UTICA metropolitan area and surrounding communities.

How does Robert Kenneth Watkins charge for services?

Robert Kenneth Watkins's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVANCED GROUP FINANCIAL SERVICES, LLC?

ADVANCED GROUP FINANCIAL SERVICES, LLC has approximately 2 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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