Walter Watson is a registered investment advisor at LPL Financial LLC, based in Bala Cynwyd, PA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2 Bala Plz Ste 300, Bala Cynwyd, PA, 19004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter is associated with Private Advisor Group as an RIA and Atlantic Wealth Group, LLC as a DBA. He provides advisory services through Private Advisor Group.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Dreyfus Financial Services CorporationBroker
Dreyfus Investment Services CorporationBroker
Dean Witter Reynolds INC.Broker
First Investors CorporationBroker
Olde Discount CorporationBroker
State Registrations10 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.