Unclaimed Profile

Wesley Howell Watkins

CHERRY BEKAERT WEALTH MANAGEMENT LLC·RICHMOND, Virginia

Series 7, Series 63, Series 65Clean record28 years registeredCHERRY BEKAERT WEALTH MANAGEMENT LLC

200 SOUTH 10TH STREET, RICHMOND, VA 23219CRD# 2992098Firm CRD# 108504

Profile Verification

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

Identity

Wesley Howell Watkins · RICHMOND, VA

Registration

CRD #2992098 · CHERRY BEKAERT WEALTH MANAGEMENT LLC · 28 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

Jan 2023 – present

CHERRY BEKAERT WEALTH MANAGEMENT LLC

Jan 2008 – Jan 2023

RICHMOND, VA

RSM MCGLADREY, INC.

Jan 2003 – Dec 2007

RICHMOND, VA

VIRGINIA CONSULTING GROUP, L.C.

Feb 1998 – Jan 2003

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 17, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHERRY BEKAERT WEALTH MANAGEMENT LLC

CRD 108504 · SEC 801-64395

AUM

$569M

Regulatory assets under management

Employees

1,422 client accounts

Services offered by CHERRY BEKAERT WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHERRY BEKAERT WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Wesley Howell Watkins offer?

Wesley Howell Watkins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Wesley Howell Watkins's credentials?

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

Where is Wesley Howell Watkins located?

Wesley Howell Watkins is based in RICHMOND, Virginia, working with CHERRY BEKAERT WEALTH MANAGEMENT LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Wesley Howell Watkins charge for services?

Wesley Howell 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 CHERRY BEKAERT WEALTH MANAGEMENT LLC?

CHERRY BEKAERT WEALTH MANAGEMENT LLC has approximately 16 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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