Robert Watson, financial advisor Bozeman MT

Robert Watson

CRD Number: 2163449
Current Firm: Destra Capital Advisors LLC

Robert Watson (CRD# 2163449) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 32 years of experience in the finance industry. Robert 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.

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Professional Designations
Company Name Location Dates Years
Destra Capital Advisors Franklin, TN Oct 2016 - Current 7
Destra Capital Investments LLC Franklin, TN Nov 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
Contact Info for Robert Watson
Phone Number: 877-855-3434
Registered State(s):
  • CO
  • IL
  • TN
By the Numbers
  • Total Assets Under Management
    300
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $99,845,980
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA

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