Robert WatsonCRD 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 30 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.
Yellowstone Investment Planners, Inc.
D.a. Davidson & Company
D.a. Davidson & Company
|Destra Capital Advisors||Nashville, TN||Oct 2016 - Current||5|
|Destra Capital Investments LLC||Nashville, TN||Nov 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1991|
Total Assets Under Management174MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$58,086,062
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA
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