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Phillip Watkins

11 Years of Experience
St. Petersburg, FL
Broker

Phillip Watkins is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2024 - Present · 1 yr 9 mos
Raymond James & Associates, INC.Broker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Morgan Stanley
September 2023 - August 2024 · 11 mos
Morgan StanleyBroker
April 2023 - August 2024 · 1 yr 4 mos
E*trade Capital Management, LLC
January 2021 - September 2023 · 2 yrs 8 mos
E*trade Securities LLCBroker
January 2021 - September 2023 · 2 yrs 8 mos
Raymond James & Associates, INC.
June 2017 - October 2020 · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
June 2017 - October 2020 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2014 - May 2016 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2014 - May 2016 · 1 yr 7 mos
AXA Advisors, LLC
September 2013 - June 2014 · 9 mos
AXA Advisors, LLCBroker
July 2012 - June 2014 · 1 yr 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Phillip Watkins - Financial Advisor | TrueAdvisor