KW
KW

Kurt Watkins

9 Years of Experience
Scottsdale, AZ
Broker

Kurt Watkins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

14350 N. 87th Street, Suite 300, Scottsdale, AZ, 85260

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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 Financial Services Advisors, INC
March 2023 - Present · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Edward Jones
January 2017 - March 2023 · 6 yrs 2 mos
Edward JonesBroker
November 2016 - March 2023 · 6 yrs 4 mos
State Registrations15 states
AKAZCACOIAKSMIMNNENYOKORSDVAWA
AdvisorBrokerBoth

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