Kenneth Roy Watson Jr.
Advisor at Vicus Capital, Inc. — Miami, FL
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
40 years
Location
Miami, FL 33176
Vicus Capital, Inc.
Multi-team
Kenneth Watson Jr. is a financial advisor with Vicus Capital, Inc. in Miami, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Vicus Capital since 2015 and has previously worked at Cetera and Cetera Wealth Services, LLC. Watson also operates as an independent insurance agent specializing in life, accident, and health insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis alongside various model strategies, emphasizing retirement-plan consulting and fiduciary services.
Based on Vicus Capital, Inc.
Based on Vicus Capital, Inc.
Financial planning fees may also be charged as flat fees, negotiated per client
$0 - $250,000: 1.5% $250,001 - $500,000: 1.3% $500,001 - $1,500,000: 1.0% $1,500,001+: 1.0%
Less than 50% of revenue comes from commissions on investment and insurance product sales; no advisory fees charged in addition to commissions when earned
Financial planning may be charged on an hourly rate, negotiated per client
Account minimum: $25,000 Minimum fee: Minimum account fees ranging from $250 to $1,400 depending on the strategy and account size; minimum fees may be waived Fee-only: Financial planning fees charged on hourly, flat fee, or fixed percentage basis; negotiated per client
Miami, FL
10715 SW 104th Street
Miami FL 33176
Advisors at this office
2
Florida · Texas
40 years of industry experience
Cetera
2023 - Present • 3 years
Schaumburg, IL
Vicus Capital, Inc.
2015 - Present • 11 years
State College, PA
Cetera Wealth Services, LLC
2013 - Present • 13 years
El Segundo, CA
Watson Financial Inc
1998 - Present • 28 years
Miami, FL
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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