PHILIP M. WATSON, FINANCIAL ADVISOR

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
FRANKLIN, Tennessee
CRD number
114749
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Philip M. Watson, Financial Advisor operates as a sole proprietorship with Philip M. Watson as the individual owner. The practice is organized around financial planning services rather than a traditional asset-under-management model: the firm charges clients by the hour or via fixed-fee engagements. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and does not appear to operate across multiple states. The firm's classification in the source data is unclassified.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • PHILIP WATSON

    OwnerCRD 4470179

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FRANKLIN, TN

WILLIAMSON

Location

FRANKLIN, TN

Headquartered in FRANKLIN, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
WILLIAMSON
Address
5319 Traceview Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth