AdvisorOS Directory
Claim Profile
Unclaimed Profile
RW

Robert Kenneth Watkins

ADVANCED GROUP FINANCIAL SERVICES, LLC·UTICA, New York
Clean recordADVANCED 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in UTICA?

Browse all registered financial advisors in UTICA, New York or claim this profile if it's yours.

Browse UTICA AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ADVANCED GROUP FINANCIAL SERVICES, LLC

Richard Kevin Carpenter
UTICA, NY

More Advisors in UTICA, New York

John J Clark
ADIRONDACK FINANCIAL SERVICES CORP·UTICA, NY
William Fox Locke
ADIRONDACK FINANCIAL SERVICES CORP·UTICA, NY
Aaron R Evans
STRATEGIC FINANCIAL SERVICES, INC.·UTICA, NY
Gregory Bruce Mclean
CARUSO MCLEAN & CO., INC.·UTICA, NY
Kasey John Williams
STRATEGIC FINANCIAL SERVICES, INC.·UTICA, NY
Stephen Louis Caruso
CARUSO MCLEAN & CO., INC.·UTICA, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)SYRACUSE (160)PURCHASE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuideSYRACUSE GuidePURCHASE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile