David Watson
David Watson is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Reston, VA, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
11600 Sunrise Valley Drive, Suite 100, Reston, VA, 20191
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Regulatory History (1)
Criminal
April 2006Other Business ActivitiesSells Insurance
David sells insurance from carriers other than Guardian, dedicating minimal time to this activity. He also holds power of attorney for his parents' accounts and owns 50% of CMW LLC, an entity used for tracking expenses and potentially receiving insurance commissions.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations23 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.