Thomas William Watkins
Investment adviser representative at Cetera Investment Advisers LLC
42 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
42 years in the industry.
- Cetera Investment Advisers, LLCMar 2017 to now
- Cetera Financial Specialists LLCOct 2005 to now
- Eagle FinancialJan 1996 to now
- Thompson and Thompson Consulting IncJan 2019 to Jan 2024
- Jack Schroeder and Associates, IncDec 2017 to Jan 2019
- Secure Lending Solutions, IncJan 2016 to Oct 2018
- Little Falls Shop RiteFeb 1982 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2370494
- Firm CRD
- 105644