Gerald Watson, financial advisor Moreno Valley CA
93 score

Gerald Watson

CRD Number: 1809709
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Gerald Watson (CRD# 1809709) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Moreno Valley, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Moreno Valley, CA Jun 2007 - Current 9
Watson Tax Service Moreno Valley, CA Oct 1993 - Current 23
Eufare, Inc. Moreno Valley, CA Apr 1989 - Current 27
Hd Vest Advisory Services Moreno Valley, CA Jul 2003 - Jun 2007 3
Hd Vest Investment Securities Moreno Valley, CA Jun 2001 - Jun 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Aug 2002
Contact Info for Gerald D. Watson
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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