Daniel Watson, financial advisor Greenville SC

Daniel Watson

CRD Number: 4800189
Current Firm: Cambridge Investment Research Advisors, Inc.

Daniel Watson (CRD# 4800189) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenville, SC and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2023 - Current < 1
Resources Investment Advisors Overland Park, KS Feb 2019 - Sep 2023 4
Mml Investors Services, LLC Greenville, SC May 2017 - Sep 2023 6
Massachusetts Mutual Life Insurance Company Greenville, SC Feb 2017 - Sep 2023 6
Adviseme National Advisors Greenville, SC Aug 2014 - Mar 2017 2
Independent Financial Group LLC Greenville, SC Jul 2014 - Feb 2017 2
Financial Telesis Inc. San Rafael, CA Jun 2013 - Jul 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Daniel S. Watson
Phone Number: 641-472-5100
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Market timing services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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