Charles Watson, financial advisor Mount Juliet TN
96 score

Charles Watson

CRD Number: 4469572
Current Firm: Ftb Advisors, Inc.

Charles Watson (CRD# 4469572) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Mount Juliet, TN and has over 14 years of experience in the finance industry. Charles 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
Ftb Advisors, Inc. Nashville, TN Oct 2013 - Current 3
First Tennessee Brokerage Nashville, TN Oct 2001 - Current 15
First Tennessee Nashville, TN Jun 1993 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
Contact Info for Charles R. Watson
Phone Number: 901-818-6065
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    4,123
    MILLIONS
  • Total Number of Accounts
    4,572
    ACCOUNTS
  • Average Account Value
    $901,790
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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

AL, AR, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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