Karen Watson, financial advisor New Albany IN

Karen Watson

CRD Number: 2565812
Current Firm: Wesbanco Securities, Inc.

Karen Watson (CRD# 2565812) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in New Albany, IN and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Wesbanco Securities, Inc. Wheeling, WV Nov 2018 - Current 5
Wesbanco Bank, Inc. Wheeling, WV Nov 2018 - Jan 2024 5
Pnc Investments Louisville, KY Aug 2015 - Oct 2018 3
Pnc Bank Louisville, KY Aug 2015 - Oct 2018 3
Morgan Stanley Louisville, KY Nov 2013 - Jun 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
S65 NASAA Investment Advisors Law Examination Sep 1999
S66 NASAA Uniform Combined State Law Examination Apr 2015
Contact Info for Karen Q. Watson
Phone Number: 8003683369
Registered State(s):
  • IN
  • KY
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    888
    ACCOUNTS
  • Average Account Value
    $147,548
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, DC, FL, HI, IL, IN, KY, MD, MI, NC, NJ, OH, PA, SC, TN, TX, UT, VA, VI, WA, WV

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