AW
AW

Aaron William Watkins

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
394 advisors
Number of Clients
14,898 clients
Average Client Portfolio
$223K average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$10K
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Location

11440 Jog Road, Palm Beach Gardens, FL, 33418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron coaches volleyball at Russia Local School and is a high school volleyball coach, spending about a quarter of his time on these activities during the season. Aaron also works for WiseBridge Wealth Management, selling individual and group health benefits, dedicating a significant portion of his time during securities trading hours, and serves as a board member for Raise the Roof for the Arts.

Employment History
Current Registrations
Money Concepts Advisory Service
March 2019 - Present · 6 yrs 11 mos
Money Concepts Capital CORPBroker
February 2019 - Present · 7 yrs
State Registrations2 states
FLOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.