Kenneth L. Watson
Professional summary
Kenneth Lee Watson, who also goes by Kenneth Lee Palmer III, Kenneth L Watson, Kenneth Watson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Reisterstown, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Baltimore, Maryland.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Kenneth has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Lee Watson's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 11817 Reisterstown Rd, Reisterstown, MD 21136February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1070a Maiden Choice Ln, Baltimore, MD 21229Office #2: 7290 Montgomery Rd, Elkridge, MD 21075Office #3: 7101 Security Blvd, Baltimore, MD 21244Office #4: 9301 Lake Side Blvd, Owings Mills, MD 21117Office #5: 10900 Boulevard Cir, Owings Mills, MD 21117Office #6: 4460-a West Northern Pkwy, Baltimore, MD 21215Office #7: 1525 Town Center Pl, Pikesville, MD 21208Office #8: 11817 Reisterstown Rd, Resiterstown, MD 21136Office #9: 3805 Boston St, Baltimore, MD 21224Office #10: 1310 E Joppa Rd, Towson, MD 21286Office #11: 3917 Erdman Rd, Baltimore, MD 21213Office #12: 4588 Edmondson Ave, Baltimore, MD 21229Office #13: 1510 Fleet St, Baltimore, MD 21231Office #14: 2636 W North Ave Unit 1a, Baltimore, MD 21216January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
July 17, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
July 17, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
October 7, 2010 - June 18, 2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
March 5, 2009 - September 3, 2010
WELLS FARGO CLEARING SERVICES, LLC
March 5, 2009 - September 3, 2010
WELLS FARGO CLEARING SERVICES, LLC
November 28, 2008 - February 13, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 6, 2008 - February 13, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
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 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
