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Robert Kenneth Watkins

ADVANCED GROUP FINANCIAL SERVICES, LLC·UTICA, New York
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2508 GENESEE STREET, UTICA, NY 13502CRD# 2207716Firm CRD# 151451
01

About

Robert Kenneth Watkins is a registered financial advisor based in UTICA, New York, affiliated with ADVANCED GROUP FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ADVANCED GROUP FINANCIAL SERVICES, LLC
ADVANCED GROUP FINANCIAL SERVICES, LLC
AUM
$28M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ADVANCED GROUP FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2207716
Firm CRD# 151451
No disclosures on file
View on FINRA BrokerCheck →

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05

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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