Luke Watson (CRD# 6243353) is an Investment Advisor Representative working at Avantax Advisory Services in Mccormick, SC and has over 9 years of experience in the finance industry.
CRD# 1356229
Bailey Investment Strategies LLC
CRD# 1780353
Edward Jones
CRD# 5608928
Greenwood Capital Associates, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ataraxia Aviation, LLC | Spartanburg, SC | Jan 2024 - Current | < 1 |
| Avantax Investment Services Inc. | Mccormick, SC | Oct 2023 - Current | < 1 |
| Avantax Advisory Services | Mccormick, SC | Oct 2023 - Current | < 1 |
| Avantax Insurance Agency, LLC | Mccormick, SC | Oct 2023 - Current | < 1 |
| Air Charter Express, Inc. | Greenville, SC | Oct 2021 - Current | 2 |
| Air Charter Express, Inc. | Greenville, SC | Oct 2021 - Current | 2 |
| Watson Aviation Flight Management LLC | Mccormick, SC | Apr 2021 - Current | 3 |
| Watson Aviation Holdings Inc. | Mccormick, SC | Jul 2017 - Current | 6 |
| Volans Tigris Enterprises, LLC | Mccormick, SC | Aug 2015 - Current | 8 |
| Cambridge Investment Research, Inc. | Mccormick, SC | Sep 2022 - Oct 2023 | 1 |
| Cambridge Investment Research Advisors, Inc. | Mccormick, SC | Sep 2022 - Oct 2023 | 1 |
| Aaron L. Watson , Pc | Mccormick, SC | Aug 2013 - Aug 2023 | 10 |
| Northeastern Aviation | Farmingdale, NY | Jul 2022 - Jan 2023 | < 1 |
| Cae Simuflite | Whippany, NJ | Mar 2018 - Sep 2022 | 4 |
| Avantax Advisory Services | Mccormick, SC | Aug 2014 - Sep 2022 | 8 |
| Avantax Investment Services, Inc. | Mccormick, SC | Sep 2013 - Sep 2022 | 9 |
| Gerneral Electric Gas Turbine | Greenville, SC | Jul 2014 - Jan 2015 | < 1 |
| Cb&i Areva Mox Services, LLC | Aiken, SC | Apr 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- SC
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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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