Eric Watson (CRD# 4560069) is an Investment Advisor Representative working at Commonwealth Financial Network in Whitehouse, OH and has over 11 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Oct 2022 - Current | 1 |
| (dba) Luminary Financial Group | Whitehouse, OH | Apr 2020 - Current | 4 |
| Concourse Financial Group Securities (fka Proequities, Inc.) | Toledo, OH | Jan 2013 - Oct 2022 | 9 |
| Concourse Financial Group Securities (fka Proequities) | Toledo, OH | Sep 2012 - Oct 2022 | 10 |
| Watson & Weldy Financial Group LLC | Toledo, OH | Apr 2012 - Apr 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- OH
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
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