Donald Watson (CRD# 3110609) is an Investment Advisor Representative working at Go Wealth Management in Medford, OR and has over 25 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
O'connell Investment & Insurance Services | Eugene, OR | Feb 2018 - Current | 6 |
Kw Securities Corp | Larkspur, CA | Mar 2014 - Feb 2018 | 3 |
Skyoak Wealth Management | Medford, OR | Feb 2010 - Feb 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1998 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- OR
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts368ACCOUNTS
-
Average Account Value$330,899
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, ID, LA, NC, OR, TX, VA, WA
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