CW
CW

Chipper Watson

13 Years of Experience
Abilene, TX
Broker

Chipper Watson is a registered investment advisor at LPL Financial LLC, based in Abilene, TX, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

4601 Antilley Rd, Bld,3. 303, Abilene, TX, 79606

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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.

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Other Business Activities

Chipper operates Watson Wealth Advisors LLC as a DBA for his LPL business. He also owns rental real estate in Abilene, TX since 1995.

Employment History
Current Registrations
LPL Financial LLC
September 2022 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Morgan Stanley
August 2012 - September 2022 · 10 yrs 1 mo
Morgan StanleyBroker
July 2012 - September 2022 · 10 yrs 2 mos
Morgan Stanley Smith BarneyBroker
December 2011 - February 2012 · 2 mos
State Registrations9 states
CACOKSMNNJNMORTXWA
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.