Unclaimed Profile

Martin Arthur Watkins

ASSOCIATION FINANCIAL SERVICES INC.·SALT LAKE CITY, Utah

Series 6, Series 63, Series 65Clean record24 years registeredASSOCIATION FINANCIAL SERVICES INC.

1935 VINE STREET, SUITE 120, SALT LAKE CITY, UT 84121CRD# 2251777Firm CRD# 142205

Profile Verification

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

Identity

Martin Arthur Watkins · SALT LAKE CITY, UT

Registration

CRD #2251777 · ASSOCIATION FINANCIAL SERVICES INC. · 24 years registered

Brand Profile

Not yet started

Career History

TRUENORTH WEALTH

Jan 2020 – present

TRUENORTH WEALTH

Dec 2006 – Dec 2019

SALT LAKE CITY, UT

UMA FINANCIAL SERVICES INC

Nov 2001 – Oct 2006

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · November 5, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSOCIATION FINANCIAL SERVICES INC.

CRD 142205 · SEC 801-68446

AUM

$1.0B

Regulatory assets under management

Employees

2,536 client accounts

Services offered by ASSOCIATION FINANCIAL SERVICES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ASSOCIATION FINANCIAL SERVICES INC. →

Introduction

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Frequently Asked Questions

What services does Martin Arthur Watkins offer?

Martin Arthur Watkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Martin Arthur Watkins's credentials?

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

Where is Martin Arthur Watkins located?

Martin Arthur Watkins is based in SALT LAKE CITY, Utah, working with ASSOCIATION FINANCIAL SERVICES INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Martin Arthur Watkins charge for services?

Martin Arthur Watkins's firm is compensated through percentage of aum, hourly charges, other: institutional clients priced on case-by-case basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSOCIATION FINANCIAL SERVICES INC.?

ASSOCIATION FINANCIAL SERVICES INC. has approximately 17 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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