Thomas Watkins (CRD# 2370494) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oakland, NJ and has over 7 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5241462
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers, LLC | Schaumburg, IL | Mar 2017 - Current | 7 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Oct 2005 - Current | 18 |
| Eagle Financial | Totowa, NJ | Jan 1996 - Current | 28 |
| Thompson And Thompson Consulting Inc. | Oakland, NJ | Jan 2019 - Jan 2024 | 5 |
| Jack Schroeder And Associates, Inc. | Green Bay, WI | Dec 2017 - Jan 2019 | 1 |
| Secure Lending Solutions, Inc. | Glen Rock, NJ | Jan 2016 - Oct 2018 | 2 |
| Little Falls Shop Rite | Little Falls, NJ | Feb 1982 - Oct 2018 | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- NJ
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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