Skip to content

Aaron Luke Watson

Investment adviser representative at Cetera Investment Advisers LLC
34 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business

Are you Aaron Luke Watson? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

34 years in the industry.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCSep 2025 to now
  3. Wealthspring Financial Partners LLCApr 2025 to now
  4. Watson Aviation Holdings Inc.Jul 2017 to now
  5. Aaron L. Watson LLCNov 2006 to now
  6. Savannah Valley Realty, Inc.Apr 1992 to now
  7. Aaron L Watson Pc dba Aaron L Watson Cpa PcMar 1992 to now
  8. Aaron L. Watson, P.C.Mar 1992 to now
  9. Avantax Advisory ServicesOct 2023 to Sep 2025
  10. Avantax Insurance Agency And/or Avantax Insurance ServicesOct 2023 to Sep 2025
  11. Avantax Investment Services Inc.Oct 2023 to Sep 2025
  12. Cambridge Investment Research Advisors, Inc.Sep 2022 to Oct 2023
  13. Cambridge Investment Research, Inc.Sep 2022 to Oct 2023
  14. Avantax Advisory ServicesJan 2010 to Sep 2022
  15. Avantax Insurance Agency, LLCSep 1999 to Sep 2022
  16. Avantax Investment Services, Inc.Sep 1999 to Sep 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (SC, TX).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
2341571
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
CallContact this firm