Daniel Watson
Professional Summary
Daniel Watson, who also goes by Dan Kent Watson, Dan Watson, Daniel Kent Watson, is a registered financial advisor currently at NORTH CAPITAL PRIVATE SECURITIES CORPORATION located in Salt Lake City, Utah and NORTH CAPITAL AGENCY BROKERAGE, LLC located in Salt Lake City, Utah. Daniel is registered as a RR (Registered Representative) and started their career in finance in 2023. Daniel has worked at 2 firms and has passed the SIE and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Kent Watson, Dan Watson, Daniel Kent Watson
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
NORTH CAPITAL AGENCY BROKERAGE, LLC | TIMPANOGOS SECURITIES LLC
Contact Information
Main Address
623 E Fort Union Blvd., Suite 101, Salt Lake City, UT 84047Mailing Address
623 E Fort Union Blvd., Suite 101, Salt Lake City, UT 84047Phone Number
(415) 315-9916Established
Delaware since 10/11/2023Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (19 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Watson's CRS (Customer Relationship Summary).
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