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Dennis Watkins

20 Years of Experience
Jackson, MS
1 DisclosureBrokerSells Insurance

Dennis Watkins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jackson, MS, with 20 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4785 Old Canton Road, P.O. Box 13689, Jackson, MS, 39236

Get directions

History

Regulatory History (1)
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Criminal
March 1998
Final Disposition
Other Business ActivitiesSells Insurance

Dennis is an agent selling non-variable life insurance policies since 2019, dedicating a few hours per week to this activity. He also works as an Operations Manager for Williams Weiss Hester, taking about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2020 - Present · 6 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2008 - Present · 18 yrs 7 mos
Previous Registrations
Edward JonesBroker
November 2005 - October 2007 · 1 yr 11 mos
State Registrations10 states
ALCACOFLGAKYLAMSTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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