Evan Watson, financial advisor Cleveland OH

Evan Watson

CRD Number: 6393279
Current Firm: Reed Financial Services, Inc.

Evan Watson (CRD# 6393279) is an Investment Advisor Representative working at Reed Financial Services, Inc. in Cleveland, OH and has over 3 years of experience in the finance industry.

Similar Advisors
Richard Gerbracht, financial advisor Cleveland OH
Richard M. Gerbracht
CRD# 5310387
Lpl Financial LLC
Similar Advisors
Robert Billstein, financial advisor Cleveland OH
Robert A. Billstein
CRD# 1065232
Independence Capital Company, Inc.
Similar Advisors
Richard Martin, financial advisor Cleveland OH
Richard J. Martin
CRD# 4787364
The Center For Eldercare Finance
Company Name Location Dates Years
Reed Financial Services, Inc. Cleveland, OH Nov 2019 - Current 4
Apw Capital, Inc. Rockaway, NJ Jul 2017 - Current 6
Reed Financial Services Cleveland, OH Apr 2017 - Current 7
Cambridge Investment Research, Inc. Fairfield, IA Jun 2016 - Apr 2017 < 1
Cleveland State University Cleveland, OH Jan 2013 - May 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2020
Contact Info for Evan Watson
Phone Number: 216-464-2090
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    307
    MILLIONS
  • Total Number of Accounts
    1,150
    ACCOUNTS
  • Average Account Value
    $267,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, LA, NC, OH, TX, VA

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 derived from SEC.gov data covering 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.

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.