Brian Watson, financial advisor Gainesville FL
96 score

Brian Watson

CRD Number: 3181953
Current Firm: Koss-olinger Consulting, LLC

Brian Watson (CRD# 3181953) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 18 years of experience in the finance industry. Brian 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.

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Professional Designations
Company Name Location Dates Years
Koss-olinger Consulting Gainesville, FL Sep 2000 - Current 17
Valmark Securities, Inc. Gainesville, FL Jan 1999 - Current 19
Koss-olinger Financial Group Gainesville, FL Sep 1998 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Brian E. Watson
Phone Number: 352-373-3337
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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

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