Richard Lee Watson
Investment adviser representative at Avior Wealth Management, LLC
17 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$6.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Avior Wealth Management, LLCJan 2026 to now
- National Referral NetworkJul 2022 to Jan 2026
- Ewg Elevate Inc. d/b/a Eagle West GroupOct 2018 to Jan 2026
- Cambridge Investment Research Advisors, Inc.Feb 2009 to Jan 2026
- Cambridge Investment Research, Inc.Feb 2009 to Dec 2017
- Eagle West GroupJan 2009 to Jan 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (CA, OR, TX, WA).
Avior Wealth Management, LLC
$6.5BAssets managed
4,894Clients
68Advisers
17 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
- 2173329
- Firm CRD
- 148674