LW
CFP
LW
CFP

Leslie Walker Watson

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,261 clients
Average Client Portfolio
$456K average
Assets Under Management
$575.3M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

1523 Elizabeth Ave, Suite 210, Charlotte, NC, 28204

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Leslie is a Managing Director at YellowWood Wealth Advisors, LLC and a Registered Representative with APW Capital. Leslie also works as a Managing Director for Les Watson - Insurance, dedicating about 10% of their time to this role.

Employment History
Current Registrations
Tru Independence Asset Management, LLC
July 2019 - Present · 6 yrs 7 mos
Apw Capital, INC.Broker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Yellowwood Wealth Solutions, LLC
November 2018 - June 2019 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - November 2018 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - November 2018 · 11 yrs 1 mo
A. G. Edwards & Sons, INC.
April 2004 - November 2007 · 3 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
January 2002 - November 2007 · 5 yrs 10 mos
State Registrations10 states
DEFLGANCNYOHPASCVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Leslie Walker Watson - Financial Advisor | TrueAdvisor