BW
ChFC
BW
ChFC

Brian Watkins

8 Years of Experience
Honolulu, HI
Broker

Brian Watkins is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 8 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

130 Merchant St Cc#888, Honolulu, HI, 96813

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2025 - Present · 11 mos
Cetera Investment Services LLCBroker
August 2025 - Present · 11 mos
Previous Registrations
Edward Jones
April 2017 - June 2025 · 8 yrs 2 mos
Edward JonesBroker
February 2017 - June 2025 · 8 yrs 4 mos
State Registrations6 states
AZCAHINVORWA
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.