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AW

Aaron Watson

27 Years of Experience
Mccormick, SC
BrokerSells Insurance

Aaron Watson is a registered investment advisor, based in Mccormick, SC, with 27 years of industry experience.

Location

Mccormick, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Aaron is involved in several business activities, including owning an aviation company, providing investment and tax planning through Aaron L Watson LLC and Aaron L Watson CPA PC (taking about half of his time each), managing rental properties, and working as a real estate broker. Aaron also sells equity indexed annuities and insurance products through Avantax, dedicating a few hours per week to each.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2023 - September 2025 · 1 yr 11 mos
Avantax Investment Services, INC.Broker
October 2023 - September 2025 · 1 yr 11 mos
Cambridge Investment Research, INC.Broker
September 2022 - October 2023 · 1 yr 1 mo
Cambridge Investment Research Advisors, INC.
September 2022 - October 2023 · 1 yr 1 mo
Avantax Advisory Services
January 2010 - October 2022 · 12 yrs 9 mos
Avantax Investment Services, INC.Broker
September 1999 - October 2022 · 23 yrs 1 mo
PFS Investments INC.Broker
October 1998 - October 1999 · 1 yr
State Registrations20 states
ALFLGAIAIDILMDMINCNJNMNYOHORSCTNTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Aaron Watson - Financial Advisor | TrueAdvisor