Patricia L. Watson

TRUIST ADVISORY SERVICES

MORGANTOWN, WV 26505

Some features on this profile are disabled

CRD#: 4774329

Professional summary

Patricia Lynn Watson is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Morgantown, West Virginia and TRUIST INVESTMENT SERVICES, INC. located in Morgantown, West Virginia.

Patricia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Patricia has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

Foundation of Monongalia General Hospital POSITION: Board Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: Foundation of Monongalia General Hosptial, 1200 J. D. Anderson Drive, Morgantown WV 26505 PHILANTHROPHY WV POSITION: Board Mamber NATURE: WV Philanthrophy is a 501 1 c 3 organization dedicated to the support of grantmakers and charitable endevors in the state of WV. Our mission is to support Philanthrophy in West Virginia. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: PO Box 1584, Morgantown WV 26505

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Lynn 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 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 466 Chestnut Ridge Rd Fl 1, Morgantown, WV 26505

RIA

CRD#: 283390

MORGANTOWN, WV

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 466 Chestnut Ridge Rd Fl 1, Morgantown, WV 26505

CRD#: 17499

Morgantown, WV

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

August 7, 2014 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

MORGANTOWN, WV

Past

July 23, 2014 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

MORGANTOWN, WV

Past

June 24, 2005 - November 11, 2010

BB&T ASSET MANAGEMENT, INC.

RIA

CRD#: 108443

MORGANTOWN, WV

Past

May 4, 2004 - October 27, 2004

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

CHARLOTTE, NC

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".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(2/17/2021)

Colorado
(2/17/2021)

Connecticut
(10/28/2024)

Florida
(2/17/2021)

Georgia
(2/17/2021)

Hawaii
(10/28/2024)

Maryland
(2/17/2021)

Massachusetts
(10/28/2024)

New York
(10/28/2024)

North Carolina
(2/17/2021)

Ohio
(2/17/2021)

Pennsylvania
(2/17/2021)

South Carolina
(2/17/2021)

Tennessee
(10/28/2024)

Texas
(10/28/2024)

Virginia
(2/17/2021)

West Virginia
(2/17/2021)

IAR

West Virginia
(2/17/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/2/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/20/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

Similar Advisors

Katherine Feeney

SUMMIT PLACE FINANCIAL ADVISORS, LLC

IAR

Summit, NJ

John Lappin

PFS INVESTMENTS INC.

Troy, MI

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patricia L. Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Lynn Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T ASSET MANAGEMENT, INC.

BB&T INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2014

Series 63

Date: 5/20/2014

SIE

Date: 10/1/2018

Series 7

Date: 8/7/2014

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors