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GW

George A. Watson

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CRD#: 5020469
GW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George A Watson III, who also goes by Bubba Watson, George A Watson, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 2005. George had worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bubba Watson | George A Watson

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 10, 2014 - December 7, 2016

WATSON INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 171513
CHARLOTTE, NC
Past

January 24, 2013 - May 15, 2014

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
CHARLOTTE, NC
Past

January 9, 2013 - May 15, 2014

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
CHARLOTTE, NC
Past

June 23, 2010 - December 15, 2011

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
HUNTERSVILLE, NC
Past

September 20, 2006 - November 16, 2007

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
METAIRIE, LA
Past

November 22, 2005 - November 16, 2007

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
METAIRIE, LA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/23/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


WI
WATSON INVESTMENT MANAGEMENT, INC.
WATSON INVESTMENT MANAGEMENT | WATSON INVESTMENT MANAGEMENT, INC.

CRD#: 171513 / SEC#:

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Contact information


Main Address
10801 Johnston Road Suite 217, Charlotte, NC 28226
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


WATSON INVESTMENT MANAGEMENT, INC.

CRD#: 171513

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