David Watson, financial advisor College Station TX
93 score

David Watson

CRD Number: 1889084
Current Firm: Principal Securities, Inc.

David Watson (CRD# 1889084) is an Investment Advisor Representative working at Principal Securities, Inc. in College Station, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Comp College Station, TX Jul 1998 - Current 18
Princor Financial Services Corporation College Station, TX Sep 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for David M. Watson
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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