Barry Watson (CRD# 5402958) is an Investment Advisor Representative working at The Martin Worley Group in Cottonwood Heights, UT and has over 16 years of experience in the finance industry. Barry 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.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Martin Worley Group | Cottonwood Heights, UT | Jan 2017 - Current | 7 |
| Ridgehorn Consulting, LLC | Salt Lake City, UT | Jul 2016 - Current | 7 |
| S.k. Hart Management, LLC | Salt Lake City, UT | Jul 2011 - Jul 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- UT
-
Total Assets Under Management313MILLIONS
-
Total Number of Accounts862ACCOUNTS
-
Average Account Value$362,565
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, NE, OR, TX, UT
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