Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Watkins is a registered Investment Advisor Representative with Fisher Investments. Daniel has been in the industry for over 20 years and is licensed to provide investment advice in Texas. Previously, Daniel Watkins was associated with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. and PFS INVESTMENTS INC. Daniel Watkins is a graduate of the University of Mississippi with a degree in finance. Daniel Watkins specializes in financial planning, portfolio management for individuals, investment companies, pooled investment vehicles and businesses. Daniel Watkins is a member of the National Association of Personal Financial Advisors and the Financial Planning Association. Daniel Watkins has completed the Securities Industry Essentials Examination, General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination, Uniform Combined State Law Examination and Uniform Securities Agent State Law Examination. Daniel Watkins has experience working with high net worth individuals, insurance companies, charitable organizations, investment companies, pooled investment vehicles, corporations and other businesses. Daniel Watkins has also been involved in the design and build of custom metal and wood furniture since 2017.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
05/26/2021 - Present
Fisher Investments (PLANO TX)
TX
03/14/2011 - 05/11/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
MS
06/16/2005 - 06/30/2009
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
GA
04/05/2002 - 05/05/2005
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 09/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Daniel Watkins is the right advisor for you? Invested Better is here to help.
