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
25 years
Location
Cambridge, NY 12816
LPL Enterprise
Institution
Marion Watkins is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Prior to joining LPL Enterprise in 2024, Watkins was associated with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Their other activities include acting as a fiduciary trustee and power of attorney for multiple family trusts. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory and brokerage services through an integrated platform that includes insurance products and a collateralized lending program.
Based on LPL Enterprise
Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.
Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.
Financial planning and consulting services fees can be hourly, typically up to $500 per hour.
Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.
Cambridge, NY
55 East Main Street
Cambridge NY 12816
Advisors at this office
1
New York · Texas
25 years of industry experience
LPL Enterprise
2024 - Present • 2 years
Cambridge, NY
Prudential Insurance Company of America
2001 - Present • 25 years
Buskirk, NY
Pruco Securities, LLC.
2001 - 2024 • 23 years
Buskirk, NY
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Cambridge, NY
Cambridge Wealth Management, LLC
Mitsuo Lockrow is a financial advisor at Cambridge Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual Securities, Inc. from 2014 to 2018. Outside of his advisory role, he operates an independent insurance agency. Cambridge Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs a holistic planning approach with strategic asset allocation, tactical investment ideas, and active portfolio tools, serving a small client base including institutional and retirement-plan clients.
CFP®, Series 63, Series 66
North Bennington, VT
Williams Financial, LLC
James Williams is a CFP® professional with 19 years of experience, currently serving at Williams Financial, LLC since 2005. He has worked as an adjunct professor at Hudson Valley Community College since 2011, teaching online courses. Williams Financial, LLC provides fee-only financial planning, investment management, pension consulting, and digital portfolio services to individuals, trusts, estates, and business entities. The firm combines a long-term investment approach with tactical asset allocation and various analytical methods, offering clients both integrated wealth management and investment-only options.
Series 63, Series 66
Bennington, VT
Bennington Financial Planning Group
Michael Mckenna is a financial advisor at Bennington Financial Planning Group with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bennington Financial Planning Group since 1995. In addition to his advisory role, he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm utilizes fundamental analysis complemented by technical and cyclical methods, employing both long- and short-term trading strategies including covered-call writing, and maintains a dual registration structure with an affiliated broker-dealer.
Series 65
North Bennington, VT
Williams Financial, LLC
Meredith Phippen is a financial advisor at Williams Financial, LLC with two years of industry experience. She holds the Series 65 designation and has worked at Williams Financial since 2019. Prior to her current role, she had brief engagements at Bennington College and Renee J. Jacobs, CPA, and spent six years at Evan Wilson Studios. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting for individuals, families, trusts, estates, and business entities. The firm operates as a fiduciary, combining fundamental, technical, and cyclical analysis with modern portfolio theory to deliver tailored investment strategies and offers additional in-house accounting, tax preparation, and bookkeeping services.
CFP®, Series 63
Bennington, VT
Bennington Financial Planning Group
Donald Mckenna is a CFP® with 44 years of industry experience. He has been with Bennington Financial Planning Group since 1995 and is also the president and owner of D.B. Mckenna & Co., Inc., a broker-dealer firm. In addition, he owns a small real estate firm and provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm uses fundamental analysis supplemented by technical and cyclical analysis, employs both long- and short-term trading strategies including covered-call writing, and maintains a distinctive operational model with an affiliated broker-dealer.
CFP®, Series 66, Series 65
North Bennington, VT
Williams Financial, LLC
Tyler Cinelli is a CFP® professional with 15 years of industry experience. He has worked at Williams Financial, LLC since 2017 and previously held roles at LT Trust and America's Best 401k. Williams Financial, LLC offers fee-only financial planning, investment management, pension consulting, and digital portfolio services to individuals, trusts, estates, and business entities. The firm uses a long-term investment approach combined with tactical asset allocation and employs low-cost mutual funds and ETFs across diversified allocation models.
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