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Robert W
Series 63, Series 66
Troy, NY
Commonwealth Financial Network
Robert Watkins is a financial advisor with Commonwealth Financial Network based in Utica, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Provident Mutual and Advanced Group Financial Services, where he is also the owner and president of Advanced Group Financial Services, LLC. Outside of advisory work, he owns Advanced Group Tax Services, a tax preparation and accounting firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, trading, technology, compliance, and practice management.
Herbert P
Series 66
Troy, NY
Commonwealth Financial Network
Herbert Perkins III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. His career includes five years at Goldman Sachs & Co. LLC and sixteen years at The AYCO Company, L.P./Mercer Allied prior to joining Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Pamm K
Series 66
Troy, NY
Commonwealth Financial Network
Pamm Kuhl is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 22 years of industry experience and has worked at James E. Weiss, Inc. since 1983. In addition to her advisory work, she is involved in tax preparation through Advanced Group Tax Services, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance.
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