Mackenzie WatsonCRD Number: 6241716
Current Firm: Lincoln Financial Advisors Corporation
Mackenzie Watson (CRD# 6241716) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Annapolis, MD and has 1 year of experience in the finance industry. Mackenzie Watson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mml Investors Services, LLC
|Charter Financial Group||Annapolis, MD||Oct 2021 - Current||< 1|
|Uber Inc.||Atlanta, GA||Mar 2021 - Sep 2021||< 1|
|Rzim||Alpharetta, GA||Aug 2019 - Mar 2021||1|
|Charter Financial Group||Annapolis, MD||May 2019 - Jul 2019||< 1|
|Suntrust Inc.||Atlanta, GA||Jun 2018 - May 2019||< 1|
|University Of Maryland||College Park, MD||Jun 2015 - May 2018||2|
|Anne Arundel Community College||Arnold, MD||Jan 2015 - May 2015||< 1|
|Indiana University At Bloomington||Bloomington, IN||Aug 2014 - Jan 2015||< 1|
|Severna Park High School||Severna Park, MD||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management36,787MILLIONS
Total Number of Accounts111,465ACCOUNTS
Average Account Value$330,036
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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