David Brian Watson
Investment adviser representative at Oak Asset Management, LLC
17 yearsExperience
3 statesRegistered in
$413.8MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Oak Asset Management, LLCMay 2017 to now
- Wells Fargo Advisors Financial Network LLCMay 2009 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
Oak Asset Management, LLC
$413.8MAssets managed
251Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1433381
- Firm CRD
- 287856