Lamar J. Watson

DREAM FINANCIAL PLANNING

HERNDON, VA 20170

Some features on this profile are disabled

CRD#: 4929035

Professional summary

Lamar J Watson, CFP® is a registered financial advisor currently at DREAM FINANCIAL PLANNING located in Herndon, Virginia.

Lamar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Lamar has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Budgeting

Insurance Planning

Divorce Planning

Education Planning

Estate Planning

Do you have an area of expertise or specialization?

AUM

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Divorce Planning

Fixed Fee (Subscription, Retai...

Generation X

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 Lamar J 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^®

Certified Financial Planner

Start date: 2017

Experience

Current

July 8, 2019 - Present

DREAM FINANCIAL PLANNING

Office #1: 205 Van Buren St Suite 120, Herndon, VA 20170

RIA

CRD#: 304086

HERNDON, VA

Past

July 23, 2007 - June 28, 2019

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

RESTON, VA

Past

July 23, 2007 - June 28, 2019

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

RESTON, VA

Past

June 20, 2006 - August 2, 2007

FERRIS, BAKER WATTS, LLC

RIA

CRD#: 285

RESTON, VA

Past

April 26, 2006 - August 2, 2007

FERRIS, BAKER WATTS, LLC

CRD#: 285

RESTON, VA

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

District of Columbia
(3/24/2021)

IAR

Florida
(7/31/2023)

IAR

Texas
(5/6/2021)

IAR

Virginia
(7/8/2019)

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 66

Date: 6/19/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/4/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/25/2006

General Securities Representative Examination

Current Firm

DREAM FINANCIAL PLANNING

DREAM FINANCIAL PLANNING | DREAM FINANCIAL PLANNING LLC

CRD#: 304086 / SEC#:

District of Columbia

Registered Investment Advisory firm - (3/24/2021 Approved)

Florida

Registered Investment Advisory firm - (7/31/2023 Approved)

Texas

Registered Investment Advisory firm - (4/22/2021 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (7/8/2019 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

205 Van Buren St Suite 120, Herndon, VA 20170

Mailing Address

Phone number

(571) 910-1440

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 4,500,000

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lamar J. Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lamar J Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DREAM FINANCIAL PLANNING

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

FERRIS, BAKER WATTS, LLC

FERRIS, BAKER WATTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/19/2006

SIE

Date: 10/1/2018

Series 31

Date: 6/4/2011

Series 7

Date: 4/25/2006

Current Firm

DREAM FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DREAM FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

Similar Advisors