Donald L. Watson

GO WEALTH MANAGEMENT

MEDFORD, OR

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CRD#: 3110609

Professional summary

Donald Lyman Watson is a registered financial advisor currently at GO WEALTH MANAGEMENT located in Medford, Oregon.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Donald has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

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.

1.INDEPENDENT INSURANCE AGENT;YES;229 N. BARTLETT STREET, MEDFORD, OR 97501;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;10/2010;16;16;SALES OF FIXED INSURANCE PRODUCTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Lyman 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

February 13, 2018 - Present

GO WEALTH MANAGEMENT

RIA

CRD#: 290254

MEDFORD, OR

Past

March 28, 2014 - October 2, 2017

KW SECURITIES CORPORATION

CRD#: 8237

MEDFORD, OR

Past

July 29, 2010 - February 2, 2018

SKYOAK CAPITAL, INC.

RIA

CRD#: 154248

MEDFORD, OR

Past

July 16, 2010 - March 4, 2014

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

MEDFORD, OR

Past

February 23, 2010 - February 17, 2011

RESOURCE INVESTMENT ARCHITECTS, INC.

RIA

CRD#: 111894

PETALUMA, CA

Past

February 19, 2010 - July 16, 2010

INVESTMENT ARCHITECTS, INC.

CRD#: 17774

PETALUMA, CA

Past

April 2, 2009 - January 14, 2010

EDWARD JONES

RIA

CRD#: 250

MEDFORD, OR

Past

March 13, 2009 - January 14, 2010

EDWARD JONES

CRD#: 250

MEDFORD, OR

Past

September 24, 2007 - April 2, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

MEDFORD, OR

Past

May 16, 2006 - August 2, 2007

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

December 7, 2004 - March 13, 2006

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

May 13, 2004 - December 31, 2004

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

SEATTLE, WA

Past

September 27, 2000 - December 31, 2004

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

September 30, 1998 - September 28, 2000

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

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".

GO WEALTH MANAGEMENT

GO WEALTH MANAGEMENT | PACIFIC CREST WEALTH MANAGEMENT | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC

CRD#: 290254 / SEC#: 801-123534

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

Arkansas

Registered Investment Advisory firm - (3/28/2022 Terminated)

California

Registered Investment Advisory firm - (4/27/2022 Terminated)

Idaho

Registered Investment Advisory firm - (3/28/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (4/1/2022 Terminated)

Oregon

Registered Investment Advisory firm - (5/9/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/28/2022 Terminated)

Washington

Registered Investment Advisory firm - (4/29/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oregon
(2/13/2018)

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 66

Date: 1/23/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/2/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/29/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/19/2000

General Securities Principal Examination

Current Firm

GO WEALTH MANAGEMENT

GO WEALTH MANAGEMENT | PACIFIC CREST WEALTH MANAGEMENT | O'CONNELL INVESTMENTS AND INSURANCE SERVICES, LLC | O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC

CRD#: 290254 / SEC#: 801-123534

RIA

Registered Investment Advisory firm - (3/25/2022 Approved)

Arkansas

Registered Investment Advisory firm - (3/28/2022 Terminated)

California

Registered Investment Advisory firm - (4/27/2022 Terminated)

Idaho

Registered Investment Advisory firm - (3/28/2022 Terminated)

North Carolina

Registered Investment Advisory firm - (4/1/2022 Terminated)

Oregon

Registered Investment Advisory firm - (5/9/2022 Terminated)

Texas

Registered Investment Advisory firm - (3/28/2022 Terminated)

Washington

Registered Investment Advisory firm - (4/29/2022 Terminated)

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Contact information

Main Address

4710 Village Plaze Loop Suite 240, Eugene, OR 97401

Mailing Address

Phone number

(541) 338-7631

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (2/17/2025)

Regulatory assets under management

Total Number of Accounts	446
AUM (Assets Under Management)	$ 165,634,211

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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Advisor Monitoring

Firm Stability Insights

Donald L. Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Lyman Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KW SECURITIES CORPORATION

SKYOAK CAPITAL, INC.

INTEGRITY ALLIANCE, LLC.

RESOURCE INVESTMENT ARCHITECTS, INC.

INVESTMENT ARCHITECTS, INC.

EDWARD JONES

EDWARD JONES

UBS FINANCIAL SERVICES INC.

STATE FARM VP MANAGEMENT CORP.

VP DISTRIBUTORS LLC

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

MUTUAL SERVICE CORPORATION

Primary Firm SEC Registration

GO WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 1/23/2008

Series 63

Date: 9/30/1998

SIE

Date: 10/2/2017

Series 7

Date: 9/29/1998

Series 24

Date: 6/19/2000

Current Firm

GO WEALTH MANAGEMENT

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GO WEALTH MANAGEMENT

TRUST BUT VERIFY

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