Philip M. Watson
PHILIP M. WATSON, FINANCIAL ADVISOR
Franklin, TN 37064
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CRD#: 4470179
Professional summary
Philip Martin Watson, CFP® is a registered financial advisor currently at PHILIP M. WATSON, FINANCIAL ADVISOR located in Franklin, Tennessee.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Philip has worked at 1 firm .
Biography
To schedule a complimentary meeting or a call to learn more about what we do, please click through the following link.
http://watson-planning.genbook.com
Question & Answer
What are your service offerings?
Education Planning
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Middle Income Client Needs
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.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Martin Watson's 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®
CFP®
Start date: 2004
Experience
Current
May 24, 2004 - Present
PHILIP M. WATSON, FINANCIAL ADVISOR
Office #1: 400 Sugartree Lane Suite 300, Franklin, TN 37064RIA
CRD#: 114749
Franklin, TN
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
Tennessee(5/24/2004)
Exams
Current Firm
PHILIP M. WATSON, FINANCIAL ADVISOR
INTENT FINANCIAL PLANNING | WATSON,PHILIP,MARTIN | WATSON PLANNING | PHILIP M. WATSON, FINANCIAL ADVISOR
CRD#: 114749 / SEC#:
Tennessee
Registered Investment Advisory firm - (11/2/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5319 Traceview Dr, Franklin, TN 37064
Mailing Address
Phone number
(615) 973-8872
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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