Raymond James Financial Services Advisors
35yrs
Top advisor by experience in Denver
16yrs
Andrew Brian Watkins
Financial advisor at Principal Advised Services
At a glance
Experience16 years (since 2010)
How that compares ?Top 21% by experience at Principal Advised Services
OfficeDenver, NC
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Principal Advised Services
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowPrincipal Advised ServicesCurrent firm
Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Andrew
How do I contact Andrew?
Call Principal Advised Services at 866-412-0770 and ask for Andrew Brian Watkins. Andrew works from the Denver, NC office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2010, about 16 years. Top 21% by experience at Principal Advised Services.
What licenses does Andrew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
Principal Advised Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Andrew for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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