JW
JW

John Watlington

8 Years of Experience
6337 Carnegie Blvd, NC
Broker

John Watlington is a registered investment advisor, based in 6337 Carnegie Blvd, NC, with 8 years of industry experience.

Location

5806 Harbour View Blvd., Suite 202, 6337 Carnegie Blvd, NC, 28211

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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

John works as a financial advisor for The Bray Harris Group and Towne Wealth Management, providing financial advice, investment management, and financial planning. He also works as an associate for TowneBank, providing similar services to Towne Wealth Management clients.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2024 - Present · 2 yrs 4 mos
Raymond James Financial Services, INC.
March 2024 - Present · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
March 2019 - March 2024 · 5 yrs
Ameriprise Financial Services, LLCBroker
March 2019 - March 2024 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - March 2019 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2017 - March 2019 · 1 yr 8 mos
State Registrations5 states
FLGANCSCVA
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.
John Watlington - Financial Advisor | TrueAdvisor