Dallas Watson, financial advisor Roseville CA

Dallas Watson

CRD Number: 6399853
Current Firm: Fidelity Personal And Workplace Advisors

Dallas Watson (CRD# 6399853) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roseville, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Roseville, CA Jun 2020 - Current 1
Bank Of America, N.a. Carmichael, CA Oct 2016 - Jun 2020 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carmichael, CA Oct 2016 - Jun 2020 3
Orange Properties Rohnert Park, CA Jul 2016 - Oct 2016 < 1
Uber Rohnert Park, CA Jun 2016 - Oct 2016 < 1
Rutherford Hill Winery Rutherford, CA May 2016 - Sep 2016 < 1
Family First Life Rohnert Park, CA Oct 2015 - Feb 2016 < 1
Edward Jones St Louis, MO Oct 2014 - Oct 2015 1
North Shore Land Trust Lowerlake, CA Aug 2009 - Sep 2014 5
Combined Insurance Sacramento, CA Jul 2014 - Aug 2014 < 1
Veteran Service Office Ukiah, CA Sep 2009 - Dec 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Dallas R. Watson
Phone Number: 617-563-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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