Donald Watson, financial advisor Medford OR

Donald Watson

CRD Number: 3110609
Current Firm: Go Wealth Management

Donald Watson (CRD# 3110609) is an Investment Advisor Representative working at Go Wealth Management in Medford, OR and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
O'connell Investment & Insurance Services Eugene, OR Feb 2018 - Current 6
Kw Securities Corp Larkspur, CA Mar 2014 - Feb 2018 3
Skyoak Wealth Management Medford, OR Feb 2010 - Feb 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Donald L. Watson
Phone Number: 541-338-7631
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    122
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $330,899
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, CA, ID, LA, NC, OR, TX, VA, WA

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