Forbes L. Watson

LEGACY WEALTH MANAGEMENT

Ridgeland, MS 39157

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CRD#: 1050748

Professional summary

Forbes Lewis Watson is a registered financial advisor currently at LEGACY WEALTH MANAGEMENT, LLC located in Ridgeland, Mississippi.

Forbes is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Forbes has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Forbes Lewis Watson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 5, 2019 - Present

LEGACY WEALTH MANAGEMENT, LLC

Office #1: 300 Concourse Blvd, Suite 102, Ridgeland, MS 39157

RIA

CRD#: 304659

Ridgeland, MS

Past

March 22, 2010 - August 6, 2019

BANKPLUS WEALTH ADVISORS

RIA

CRD#: 152588

JACKSON, MS

Past

May 1, 2001 - January 8, 2003

GLENWOOD CAPITAL MANAGEMENT, INC.

RIA

CRD#: 111222

JACKSON, MS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEGACY WEALTH MANAGEMENT, LLC

CRD#: 304659 / SEC#: 801-117015

RIA

Registered Investment Advisory firm - (7/26/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Mississippi
(8/5/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/9/2010

Uniform Investment Adviser Law Examination

Current Firm

LEGACY WEALTH MANAGEMENT, LLC

CRD#: 304659 / SEC#: 801-117015

RIA

Registered Investment Advisory firm - (7/26/2019 Approved)

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Contact information

Main Address

300 Concourse Blvd, Suite 102, Ridgeland, MS 39157

Mailing Address

Phone number

(601) 499-1970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY WEALTH MANAGEMENT, LLC - FORM ADV, PART 2A (2/27/2025)

Regulatory assets under management

Total Number of Accounts	192
AUM (Assets Under Management)	$ 421,093,989

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Forbes L. Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Forbes Lewis Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY WEALTH MANAGEMENT, LLC

BANKPLUS WEALTH ADVISORS

GLENWOOD CAPITAL MANAGEMENT, INC.

Primary Firm SEC Registration

LEGACY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/9/2010

Current Firm

LEGACY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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