Craig Watkins
Craig Watkins is a registered investment advisor at USA Financial Securities Corporation, based in Ada, MI, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 1,750 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USA Financial Securities offers two advisory account management options:
- Transaction-based pricing: You pay a lower custodial and administrative fee, plus individual transaction fees.
- Asset-based pricing: You pay a higher custodial and administrative fee that includes transaction costs. This is best for clients who anticipate moderate to high levels of trading activity.
Representatives may also provide access to third-party money managers. The fees for these managers vary and are disclosed in their own brochures. Representatives may also offer customized financial strategies with varying fee structures, detailed in the representative's disclosure supplement. The maximum management fee charged by USA Financial Securities is 2.7%.
Location
6020 E. Fulton Street, Ada, MI, 49301
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2012Regulatory
January 2000Other Business ActivitiesSells Insurance
Craig is involved with Cornerstone Financial Group, selling life, health, long-term care, and disability insurance. He also owns Beyer Park LLC, an assisted living facility, and serves on its board of directors, meeting quarterly, and receives renewal commissions under old contracts with SFA.
Employment History
Current Registrations
USA Financial Securities LLCBroker
USA Financial Securities Corporation
Previous Registrations
The Strategic Financial Alliance, INC.Broker
The Strategic Financial Alliance
Ws Griffith Securities, INC.
Portsmouth Financial ServicesBroker
Ws Griffith Securities, INC.Broker
Home Life Insurance CompanyBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.