Edward Watkins
Advisor at IFG Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at IFG Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Raleigh, NC 27607
Credentials
ChFC®, Series 63, Series 65
Industry experience
42 years
Edward Watkins is a financial advisor with IFG Advisory, LLC in Raleigh, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including roles at LPL Financial, Securities America Advisors, Woodbury Financial Services, and Minnesota Life. Watkins also operates Edward Watkins & Associates, Inc., an insurance agency. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a comprehensive investment process that incorporates fundamental, technical, and cyclical analysis, utilizing a range of management strategies and third-party models to align client portfolios with their objectives.
Based on IFG Advisory, LLC
Based on IFG Advisory, LLC
Flat fees generally range from $1,500 to $10,000 for financial planning; $1,500 to $100,000 for Retirement Plan Advisory Services.
$0 - $249,999.99: 2.00% $250,000 - $499,999.99: 1.75% $500,000 - $749,999.99: 1.65% $750,000 - $1,249,999.99: 1.40% $1,250,000 - $1,999,999.99: 1.25% $2,000,000 - $4,999,999.99: 1.15% $5,000,000+: 1.00%
Certain associated persons are registered representatives of LPL and may receive commissions on insurance and other products; clients do not pay both commissions and advisory fees on same assets.
Hourly fees generally up to $500 for financial planning; $175 to $350 hourly for Retirement Plan Advisory Services.
Fee-only: Hourly fees up to $500; Flat fees from $1,500 to $10,000; Annual percentage of Assets Under Advice also possible for financial planning and consulting services; hourly fees for Retirement Plan Advisory Services range from $175 to $350; flat fees range from $1,500 to $100,000 or up to 1.0% of plan assets.
4325 Lake Boone Trail, Suite 205
Raleigh, NC 27607
North Carolina
LPL Financial
2022 - Present (4 years)
IFG Advisory, LLC
2022 - Present (4 years)
Securities America Advisors
2016 - 2022 (6 years)
Securities America Inc.
2016 - 2022 (6 years)
Woodbury Financial Services
2005 - 2016 (11 years)
Minnesota Life
1985 - 2022 (37 years)
Delta Financial Inc
1985 - 2022 (37 years)
Edward Watkins & Associates, Inc.
1984 - 2022 (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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