MW
Mark A. Watson
HRC WEALTH MANAGEMENT
Moscow, ID 83843
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CRD#: 5870245
MW
Professional summary
Mark Alan Watson, who also goes by Mark Watson, is a registered financial advisor currently at HRC WEALTH MANAGEMENT, LLC located in Moscow, Idaho.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mark has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark 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.
1.Moscow High School Bears Gridiron Club; Not Investment-Related; P.O. Box 8011, Moscow, ID 83843; Treasurer; Start January 2016; 5 hrs/month; None during trading hours; Oversee accounting of organization and tax filings 2.Eastside Mall; Not Investment-Related; 1420 South Blaine Street; Finance Committee Member; Start January 2019; 5 hrs/month; 5 during trading hours; Oversee accounting of organization and tax filings
CRS (Client Relationship Summary) - RIA
Click below to view Mark Alan 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®
NoneExperience
Current
January 7, 2011 - Present
HRC WEALTH MANAGEMENT, LLC
Office #1: 315 S. Almon, Moscow, ID 83843RIA
CRD#: 117212
Moscow, ID
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".
HW
HRC WEALTH MANAGEMENT, LLC
HAYDEN & ROSS FINANCIAL ADVISORS, P.A. | PALOUSE INVESTMENT ADVISORS, INC. | HRC WEALTH MANAGEMENT, LLC | HAYDEN ROSS
CRD#: 117212 / SEC#: 801-106855
RIA
Registered Investment Advisory firm - (11/2/2015 Approved)Idaho
Registered Investment Advisory firm - (4/18/2016 Terminated)Washington
Registered Investment Advisory firm - (5/18/2016 Terminated)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
Idaho(1/7/2011)
Current Firm
HW
HRC WEALTH MANAGEMENT, LLC
HAYDEN & ROSS FINANCIAL ADVISORS, P.A. | PALOUSE INVESTMENT ADVISORS, INC. | HRC WEALTH MANAGEMENT, LLC | HAYDEN ROSS
CRD#: 117212 / SEC#: 801-106855
RIA
Registered Investment Advisory firm - (11/2/2015 Approved)Idaho
Registered Investment Advisory firm - (4/18/2016 Terminated)Washington
Registered Investment Advisory firm - (5/18/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
315 S. Almon, Moscow, ID 83843
Mailing Address
Phone number
(208) 882-5547
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,771 |
| AUM (Assets Under Management) | $ 404,943,247 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
