Patricia Watson is a registered investment advisor, based in Morgantown, WV, with 17 years of industry experience.
Location
466 Chestnut Ridge Rd, Fl 1, Morgantown, WV, 26505
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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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Patricia is a board member for the Foundation of Monongalia General Hospital and WV Philanthropy. She dedicates minimal time to each of these roles, which are not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.Broker
August 2014 - January 2018 · 3 yrs 5 mos
Bb&t Investment Services, INC.
July 2014 - January 2018 · 3 yrs 6 mos
Bb&t Asset Management, INC.
June 2005 - November 2010 · 5 yrs 5 mos
Bb&t Investment Services, INC.Broker
May 2004 - October 2004 · 5 mos
State Registrations17 states
CACOCTFLGAHIMAMDNCNYOHPASCTNTXVAWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.