Aaron M Watkins

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
• 07/2012 → 02/2018
  Bank Of America, N.A.
  Charleston, SC
• 02/2018 → 03/2020
  Ameriprise Financial Services Inc
  Daniel Island, SC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Daniel Island, SC

Previous Registrations

• 2012-05-14 → 2018-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
  Charleston, SC
  Mount Pleasant, SC
  Charleston, SC
• 2010-08-25 → 2011-12-31
  Msi Financial Services, Inc.
  Charleston, SC

Other Businesses

Business Ownership; Aaron Watkins Holdings, LLC; Owner and Manager; business is "shell " business to pay out misc expenses related to being a financial planner; 1114 Mainland Ct, , Mt Pleasant, SC, 29464; Not Investment-Related; 12/20/2021; 0 hours per month; 0 during trading hours / 363 KM RD LLC; Owner; Real Estate; 363 Kelly Mountain , Road, Brevard, NC, 28713; Not Investment-Related; 05/01/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-29
• S63 Uniform Securities Agent State Law Examination
  2008-08-21

Designations

• Certified Financial Planner

Other Names

• Aaron M Watkins
• Aaron Watkins
• Aaron Mitchell Watkins