RW
RW

Rodney L. Watkins

27 Years of Experience
4 Disclosures
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
1,375 clients
Average Client Portfolio
$332K average
Assets Under Management
$456.9M

Fee Structure

Minimum Investment:$500
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.25%
$1.0M - $2.0M1.15%
$2.0M - $3.0M1.00%
$3.0M - $4.0M0.90%
$4.0M - $5.0M0.85%
$5.0M - $6.0M0.80%
$6.0M - $7.0M0.75%
$7.0M - $8.0M0.70%
$8.0M - $9.0M0.65%
$9.0M - $10.0M0.60%
$10.0M - $11.0M0.55%
$11.0M - $12.0M0.50%
$12.0M - $13.0M0.45%
$13.0M - $14.0M0.40%
$14.0M - $15.0M0.35%
$15M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1419 S. Utica, Tulsa, OK, 74104

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History

Regulatory History (4)
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Regulatory
March 2014
Final
Regulatory
September 2013
Final
Regulatory
March 2012
Final
Employment Separation After Allegations
October 2011
Other Business Activities

Rodney owns Watkins & Associates Financial Services, dedicating about half his time to it. He is also a managing member of Level 3 Holdings LLC, used for personal investment in commercial real estate, taking about a quarter of Rodney's time.

Employment History
Current Registrations
Tactive Advisors, LLC
April 2025 - Present · 10 mos
Previous Registrations
Watkins and Associates Investment Services, LLC
August 2014 - September 2025 · 11 yrs 1 mo
Southeast Investments, N.c., INC.
October 2013 - October 2013 · 0 mos
Southeast Investments, N.c., INC.Broker
February 2012 - July 2017 · 5 yrs 5 mos
Concert Wealth Management
January 2012 - February 2012 · 1 mo
Investacorp, INC.Broker
October 2011 - November 2011 · 1 mo
Investacorp Advisory Services INC
October 2011 - November 2011 · 1 mo
Securities America, INC.Broker
April 2009 - May 2011 · 2 yrs 1 mo
Ameriprise Financial Services, INC.Broker
March 2009 - October 2011 · 2 yrs 7 mos
Ameriprise Financial Services, INC.
March 2009 - October 2011 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1999 - March 2009 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - March 2009 · 10 yrs 3 mos
Fidelity Brokerage Services, INC.Broker
August 1998 - November 1998 · 3 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.