Unclaimed Profile

Steven Michael Watkins

AVANTAX ADVISORY SERVICES, INC.·IRVING, Texas

SIE, Series 7, Series 24, Series 63CFPClean record22 years registeredAVANTAX ADVISORY SERVICES, INC.

6333 NORTH STATE HIGHWAY 161, IRVING, TX 75038CRD# 2852255Firm CRD# 104556

Profile Verification

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

Identity

Steven Michael Watkins · IRVING, TX

Registration

CRD #2852255 · AVANTAX ADVISORY SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

COPPELL ADVISORY SOLUTIONS LLC

May 2025 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2020 – May 2025

FRISCO, TX

AVANTAX ADVISORY SERVICES

Feb 2004 – Feb 2020

IRVING, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · February 9, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVANTAX ADVISORY SERVICES, INC.

CRD 104556 · SEC 801-29892

AUM

$41.7B

Regulatory assets under management

Employees

2,478

131,534 client accounts

Services offered by AVANTAX ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AVANTAX ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Steven Michael Watkins offer?

Steven Michael Watkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVING, Texas for a consultation.

What are Steven Michael Watkins's credentials?

Steven Michael Watkins holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Michael Watkins located?

Steven Michael Watkins is based in IRVING, Texas, working with AVANTAX ADVISORY SERVICES, INC.. Their office serves clients in the IRVING metropolitan area and surrounding communities.

How does Steven Michael Watkins charge for services?

Steven Michael Watkins's firm is compensated through percentage of aum, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVANTAX ADVISORY SERVICES, INC.?

AVANTAX ADVISORY SERVICES, INC. has approximately 2478 employees and manages $41.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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