Tabitha Watson
Tabitha Watson is a registered investment advisor at Truist Advisory Services, INC., based in Richmond, VA, with 29 years of industry experience. Tabitha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
1001 Semmes Ave, Fl 3, Richmond, VA, 23224
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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 Activities
Tabitha is the legal guardian of her children, monitoring and reporting to courts regarding their inheritance. She is also a 50% partner in Stonewall Property & Development, renovating and flipping houses, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
Sterne Agee Asset Management, INC.
Sterne, Agee & Leach, INC.Broker
Anderson & Strudwick, IncorporatedBroker
Anderson & Strudwick, Incorporated
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
H. Beck, INC.Broker
H. Beck, INC.
A. G. Edwards & Sons, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
The Robinson-Humphrey Company INC.Broker
State Registrations1 state
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.