Ian Watson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boston, MA, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1 Beacon Street, 15th Floor, Boston, MA, 02108

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ian is involved with Chestnut Hill Wealth Management Group as a support company, dedicating about half of his time. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2022 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Cantella & CO., INC.
February 2018 - November 2022 · 4 yrs 9 mos
Cantella & CO., INC.Broker
February 2018 - November 2022 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLC
December 2010 - February 2018 · 7 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
November 2010 - February 2018 · 7 yrs 3 mos
State Registrations8 states
FLGAMANHNJNYPAVA
AdvisorBrokerBoth

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