Luke Watson
Luke Watson is a registered investment advisor at Cetera Investment Advisers LLC, based in Mccormick, SC, with 11 years of industry experience. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Mccormick, SC
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Luke provides contract pilot services and manages an aircraft holding company, dedicating minimal time to each. He also works as an insurance agent selling insurance products through Avantax, spending a few hours per week, and dedicates nearly full-time hours to investment and financial planning through Volans Tigris Enterprises, LLC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations11 states
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