Robert Watson, financial advisor Temecula CA
68 score

Robert Watson

CRD Number: 1269461
Current Firm: Voya Financial Advisors, Inc.

Robert Watson (CRD# 1269461) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Temecula, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors San Juan Capistrano, CA Sep 2014 - Current 2
Ashford University San Diego, CA Jun 2007 - Current 9
Saint Leo University Tampa, FL Jan 2004 - Current 12
American Intercontinental University Hoffman Estates, IL Feb 2003 - Current 13
Capella Minneapolis, MN Aug 2002 - Current 14
Raymond James Financial Services, Inc. San Juan Capistrano, CA Jun 2001 - Current 15
Ucla Extension Westwood, CA Mar 2001 - Current 15
University Of Phoenix Fountain Valley, CA May 1993 - Current 23
Grand Canyon University Phoenix, AZ Jan 2005 - Apr 2016 11
Corinthian College Santa Ana, CA Jul 2006 - Apr 2015 8
Keller Graduate School Of Mgmt/devry University San Juan Capistrano, CA Nov 2002 - Jan 2015 12
Ing Financial Partners San Juan Capistrano, CA Jun 2008 - Sep 2014 6
South University Pittsburg, PA Feb 2005 - Oct 2010 5
Ellis University New York, NY Jul 2006 - Apr 2010 3
Golden Gate University San Francisco, CA Jan 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert L. Watson
Phone Number: 1-800-356-2906
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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

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BADGES
68

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