Todd WatsonCRD Number: 1563811
Current Firm: Rbc Capital Markets, LLC
Todd Watson (CRD# 1563811) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Fort Lauderdale, FL and has over 34 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|City National Bank||Ft. Lauderdale, FL||Sep 2016 - Current||5|
|Rbc Capital Markets, LLC||Ft. Lauderdale, FL||Oct 2014 - Current||7|
|Wells Fargo Advisors LLC||Fort Lauderdale, FL||May 2009 - Oct 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1987|
|S66||NASAA Uniform Combined State Law Examination||Feb 2018|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management146,593MILLIONS
Total Number of Accounts350,883ACCOUNTS
Average Account Value$417,783
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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