Angelina Ruth Watkins
Investment adviser representative at Gradient Wealth Management
16 yearsExperience
3 statesRegistered in
$607.9MFirm assets
11 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Gradient Securities, LLCSep 2026 to now
- Vanderwatt SolutionsSep 2026 to now
- Vanderwatt Wealth ManagementSep 2026 to now
- World Wealth MoversNov 2025 to now
- Gordon MarketingAug 2025 to now
- Becoming To BeingOct 2019 to now
- Elevance HealthJan 2010 to now
- Cambridge Management ServicesApr 2026 to Sep 2026
- Transamerica Financial Advisors, IncApr 2024 to Aug 2026
- WealthwaveApr 2020 to Aug 2026
- WfgiaApr 2020 to Aug 2026
- Ja Watkins GroupApr 2020 to Apr 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (IN, KY, OH).
Gradient Wealth Management
Legal name: Gradient Securities, LLC
$607.9MAssets managed
4,553Clients
63Advisers
11 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
- 5486869
- Firm CRD
- 127701