William John Watkinson
Professional Summary
William John Watkinson, who also goes by Bill Watkinson, is a registered financial advisor currently at WATKINSON CAPITAL ADVISORS LLC located in Berwyn, Pennsylvania. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1969. William has worked at 8 firms and has passed the Series 65, Series 63, Series 5, PC and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Watkinson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
57 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
WATKINSON CAPITAL | WATKINSON CAPITAL ADVISORS LLC
Contact Information
Main Address
1273 E. Lancaster Ave, Berwyn, PA 19312Phone Number
(484) 588-0112# of Employees
3SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
124AUM (Assets Under Management)
$124,247,513Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
WATKINSON CAPITAL | WATKINSON CAPITAL ADVISORS LLC
State Registrations and Notice Filings
(11/13/2009)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 5 — Interest Rate Options Examination
Passed Oct 1981PC — AMEX Put and Call Exam
Passed Aug 1977Series 1 — Registered Representative Examination
Passed Mar 1969Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William John Watkinson's CRS (Customer Relationship Summary).
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