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Derek C Watkins

Kestra Investment Services, LLC

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About Derek C Watkins

Derek C. Watkins is a financial advisor with over 20 years of experience in the industry. He is currently registered with Kestra Investment Services, LLC and is licensed in Florida and Ohio. Derek is committed to providing his clients with personalized financial advice and guidance. He specializes in helping individuals and families achieve their financial goals. Derek has a Series 6 license and has passed the Securities Industry Essentials Examination. His past experience includes working with WRP INVESTMENTS, INC. and WORLD GROUP SECURITIES, INC.

Firm Information

Derek Watkins is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Derek Watkins’s Registration & Firm History

OH

04/30/2007 - Present

Kestra Investment Services, LLC (Springboro OH)

OH

02/04/2005 - 05/01/2007

WRP INVESTMENTS, INC. (DAYTON OH)

GA

02/03/2003 - 02/07/2005

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derek C Watkins.
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