Aaron Watson (CRD# 2341571) is an Investment Advisor Representative working at Avantax Advisory Services in Mccormick, SC and has over 25 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 |
---|---|---|---|
Avantax Investment Services Inc. | Mccormick, SC | Oct 2023 - Current | < 1 |
Avantax Insurance Agency, LLC | Mccormick, SC | Oct 2023 - Current | < 1 |
Avantax Advisory Services | Mccormick, SC | Oct 2023 - Current | < 1 |
Watson Aviation Holdings Inc. | Mccormick, SC | Jul 2017 - Current | 6 |
Aaron L. Watson LLC | Mccormick, SC | Nov 2006 - Current | 17 |
Savannah Valley Realty, Inc. | Mccormick, SC | Apr 1992 - Current | 32 |
Aaron L Watson Pc Dba Aaron L Watson Cpa Pc | Mccormick, SC | Mar 1992 - Current | 32 |
Aaron L. Watson, P.c. | Mccormick, SC | Mar 1992 - Current | 32 |
Cambridge Investment Research, Inc. | Mccormick, SC | Sep 2022 - Oct 2023 | 1 |
Cambridge Investment Research Advisors, Inc. | Mccormick, SC | Sep 2022 - Oct 2023 | 1 |
Avantax Advisory Services | Mccormick, SC | Jan 2010 - Sep 2022 | 12 |
Avantax Insurance Agency, LLC | Mccormick, SC | Sep 1999 - Sep 2022 | 23 |
Avantax Investment Services, Inc. | Mccormick, SC | Sep 1999 - Sep 2022 | 23 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1998 |
S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- SC
- TX
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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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