Corey Watson
Corey Watson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Newport News, VA, with 15 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
11742 Jefferson Ave., Ste. 120, Newport News, VA, 23606-4407
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Regulatory History
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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Corey works for Langley Federal Credit Union, profiling prospects and providing needs analysis to help them meet their financial goals. This takes about a quarter of his time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations7 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.