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 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.

Similar Advisors
Virginia Arnold, financial advisor Bozeman MT
Virginia A. Arnold
CRD# 2908846
Yellowstone Investment Planners, Inc.
Similar Advisors
Anne Ashton, financial advisor Bozeman MT
Anne O. Ashton
CRD# 5596559
D.a. Davidson & Company
Similar Advisors
Michael Augustine, financial advisor Bozeman MT
Michael S. Augustine
CRD# 2334349
D.a. Davidson & Company
Professional Designations
Company Name Location Dates Years
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
Contact Info for Robert Watson
Phone Number: 877-855-3434
Registered State(s):
  • CO
  • IL
  • TN
By the Numbers
  • Total Assets Under Management
    174
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $58,086,062
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.