Charles Watson, financial advisor Mount Juliet TN

Charles Watson

CRD Number: 4469572
Current Firm: First Horizon Advisors, Inc.

Charles Watson (CRD# 4469572) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Mount Juliet, TN and has over 21 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 10
First Tennessee Brokerage Nashville, TN Oct 2001 - Current 22
First Tennessee Nashville, TN Jun 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
Contact Info for Charles R. Watson
Phone Number: 1-800-213-3702
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    11,301
    MILLIONS
  • Total Number of Accounts
    9,360
    ACCOUNTS
  • Average Account Value
    $1,207,367
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI

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