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Paul Lewis Watkins

Investment adviser representative at Rubinbrown Advisors LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

26 years in the industry.

  1. Rubinbrown Advisors LLCMay 2020 to now
  2. Wealth Management Advisors, Inc.May 2000 to Apr 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991

State registrations

Registered as an investment adviser representative in 1 state (KS).

Rubinbrown Advisors LLC

$3.9BAssets managed
1,160Clients
24Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2178359
Firm CRD
116909
Advisor's SEC record (opens in a new tab)
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