Philip Watson is a CFP-designated registered investment advisor at Philip M. Watson, Financial Advisor, based in Franklin, TN, with 21 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
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Average Client Portfolio
Fee Structure
PMW/FA does not manage investments directly. They provide advice and recommendations on investments such as no-load mutual funds, U.S. government securities, money market accounts, certificates of deposit, and individual bonds.
Contact
Philip Watson
Location
400 Sugartree Lane, Suite 300, Franklin, TN, 37064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Philip M. Watson, Financial Advisor
State Registrations1 state
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Exams
Additional Information
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