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Marion W

Series 63, Series 65

Cambridge, NY

LPL Enterprise

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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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