William Watson
William Watson is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Owensboro, KY, with 31 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
2708 New Hartford Rd, Owensboro, KY, 42303
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2004Other Business Activities
William owns commercial real estate and land, and co-owns real estate. He is also involved in consulting activities, dedicating about a quarter of his time to these ventures, and serves as a board member for Watson, spending a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations46 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.
Exams
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