Philip M. Watson, Financial Advisor

Philip M. Watson, Financial Advisor (CRD# 114749) is a financial advisory firm headquartered in Franklin, TN. They manage $56,750,000 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $1,070,755
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Philip M. Watson, Financial Advisor
Showing 1 - 1 of 1 top financial advisors.
1
Philip M. Watson
CRD#: 4470179
400 Sugartree Lane, Suite 300, Franklin, TN 37064
90
Wealthminder
score

Philip Watson (CRD# 4470179) is an Investment Advisor Representative working at Philip M. Watson, Financial Advisor in Franklin, TN and has 1 year of experience in the finance industry. Philip 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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