Craig Watkins
Craig Watkins is a registered investment advisor at USA Financial Securities LLC, based in Shingle Springs, CA, with 41 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,246 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.70% |
Maximum management fee is 2.7%. Actual fees are negotiated between the client and representative.
Fee Estimator
Location
4260 MOTHER LODE DR Suite 4, Shingle Springs, CA, 94582
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 LLC
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.
Exams
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