Be advised. This firm is no longer registered.

Davidson & Watson Financial

Davidson & Watson Financial (CRD# 166197) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $18,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9 Monroe Parkway, Suite 295, Lake Oswego, OR 97035
http://www.davidsonwatson.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $225,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Davidson & Watson Financial
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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