AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Victoria Watson

Victoria Watson

ABRI LLC
Lexington, KY 40507
Some features on this profile are disabled
CRD#: 7049721
Victoria Watson

Professional summary

Victoria Watson, who also goes by VIctoria Cecile Watson, is a registered financial advisor currently at ABRI LLC located in Lexington, Kentucky.

Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Victoria has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Victoria Cecile 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.
KENTUCKY LIFE, VARIABLE LIFE & VARIABLE ANNUITY AND HEALTH INSURANCE; INVESTMENT-RELATED; INSURANCE SALES; JUNE 2020; 1 HR/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victoria 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

September 8, 2025 - Present

ABRI LLC

Office #1: 333 E Short St. #210, Lexington, KY 40507
RIA
CRD#: 314832
Lexington, KY
Past

August 7, 2019 - September 11, 2025

EDWARD JONES

RIA
CRD#: 250
LEXINGTON, KY
Past

July 12, 2019 - September 11, 2025

EDWARD JONES

BD
CRD#: 250
LEXINGTON, KY

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
Kentucky
(9/8/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/3/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/12/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/18/2019
Securities Industry Essentials Examination

Current Firm

AL
ABRI LLC
ABRI FI, LLC | ABRI, LLC | ABRI WEALTH MANAGEMENT | ABRI LLC

CRD#: 314832 / SEC#:

California
Registered Investment Advisory firm - (2/14/2022 Approved)
Illinois
Registered Investment Advisory firm - (8/5/2021 Approved)
Indiana
Registered Investment Advisory firm - (8/30/2021 Approved)
Kentucky
Registered Investment Advisory firm - (1/31/2023 Approved)
Michigan
Registered Investment Advisory firm - (8/11/2021 Approved)
Ohio
Registered Investment Advisory firm - (3/1/2022 Approved)
Texas
Registered Investment Advisory firm - (11/9/2022 Conditional Restricted)
Washington
Registered Investment Advisory firm - (12/10/2021 Approved)
Wisconsin
Registered Investment Advisory firm - (2/12/2025 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
333 E Short St. #210, Lexington, KY 40507
Mailing Address
Phone number
(859) 636-6140
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts219
AUM (Assets Under Management)$ 50,165,474

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

ABRI LLC

CRD#: 314832Lexington, KY 40507

TRUST BUT VERIFY

Monitor Victoria Watson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx

Similar Advisors

GF
Ginger FordAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES, INC.
RR
Lexington, KY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics