Joseph Watson (CRD# 4429373) is an Investment Advisor Representative working at Wealth Watch Advisors, Inc. in San Ramon, CA and has over 22 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Wealth Watch Advisors, LLC | Englewood, CO | Feb 2018 - Current | 6 |
Wealth Spring Financial Network | San Ramon, CA | Jan 2013 - Current | 11 |
Self Employed | San Ramon, CA | Jan 2007 - Current | 17 |
Shield Financial & Insurance Services, Inc. | San Ramon, CA | Dec 2006 - Current | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2001 |
S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- CA
-
Total Assets Under Management348MILLIONS
-
Total Number of Accounts3,061ACCOUNTS
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Average Account Value$113,838
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, IA, ID, IL, KY, MI, MN, MS, NC, NJ, NV, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI
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