PW
ChFC
PW
ChFC

Philip Watson

La Plata, MD
BrokerSells Insurance

Philip Watson is a ChFC-designated registered investment advisor, based in La Plata, MD.

Location

515 Charles St, La Plata, MD, 20646

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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 ActivitiesSells Insurance

Philip owns Philip Watson's Insurance Agency, an insurance agency affiliated with State Farm. He dedicates about half of his time to servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Vp Management CORP.
March 2025 - Present · 1 yr 2 mos
State Farm Vp Management CORP.Broker
March 2025 - Present · 1 yr 2 mos
State Farm Investment Management CORP.
March 2025 - Present · 1 yr 2 mos
State Registrations4 states
DCDEMDVA
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.
Philip Watson - Financial Advisor | TrueAdvisor