PHILIP M. WATSON, FINANCIAL ADVISOR
Firm details
- Headquarters
- FRANKLIN, Tennessee
- CRD number
- 114749
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1PHILIP WATSON
OwnerCRD 4470179
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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