David Watson
David Watson is a registered investment advisor at Oak Asset Management, LLC, based in Flagstaff, AZ, with 40 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 251 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak Asset Management offers investment management as part of a bundled service called Wrap Comprehensive Portfolio Management. Please see the Wrap Fee Program Brochure for information regarding fees and compensation for this service.
Location
123 So. San Francisco St., #15, Flagstaff, AZ, 86001
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David has been an insurance agent in Westlake Village, CA since 2010. This activity is investment-related.
Employment History
Current Registrations
Oak Asset Management, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.