Robert Kenneth Watkins
Investment adviser representative at Commonwealth Financial Network
34 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
Are you Robert Kenneth Watkins? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Advanced Group Financial ServicesJan 2025 to now
- Commonwealth Financial NetworkJan 2025 to now
- Advanced Group Financial Services, Inc.Jan 2007 to Nov 2021
- Provident MutualFeb 1993 to Jan 2025
- Osaic Wealth, Inc.Dec 1992 to Jan 2025
- Advanced Investment Insurance-royal AlliNov 1992 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 2207716
- Firm CRD
- 8032