Timothy E. Watson

FINWELL

Nashville, TN 37206

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CRD#: 7027846

Professional summary

Timothy Edward Watson is a registered financial advisor currently at FINWELL, INC. located in Nashville, Tennessee.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Timothy has worked at 2 firms and has passed the Series 65 exam.

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.

Radical Group Inc., 832 3rd Street # 203, Santa Monica, CA 90403, a technology and media business, non-investment related Position: CTO, beginning 9/2017 Hours- 160 hours/month. Hours during trading hours - 4

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Edward 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®

None

Experience

Current

February 19, 2021 - Present

FINWELL, INC.

Office #1: 209 Manchester Avenue, Nashville, TN 37206

RIA

CRD#: 310850

Nashville, TN

Past

April 2, 2020 - April 21, 2021

FINWELL, INC.

RIA

CRD#: 289916

ENCINO, CA

Past

December 6, 2018 - July 22, 2019

FINWELL, INC.

RIA

CRD#: 289916

ENCINO, CA

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

California
(2/19/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/6/2018

Uniform Investment Adviser Law Examination

Current Firm

FINWELL, INC.

FINWELL | FINWELL, INC. | FINWELL BENEFITS

CRD#: 310850 / SEC#:

California

Registered Investment Advisory firm - (2/19/2021 Approved)

North Carolina

Registered Investment Advisory firm - (4/19/2020 Approved)

Tennessee

Registered Investment Advisory firm - (11/9/2021 Approved)

Texas

Registered Investment Advisory firm - (8/29/2023 Conditional Restricted)

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Contact information

Main Address

709 Merrit Avenue, Nashville, TN 37213

Mailing Address

Phone number

(805) 415-7830

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	241
AUM (Assets Under Management)	$ 72,639,414

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.

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Timothy E. Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Edward Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINWELL, INC.

FINWELL, INC.

FINWELL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/6/2018

Current Firm

FINWELL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINWELL, INC.

TRUST BUT VERIFY

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