Donald Lyman Watson
Investment adviser representative at Go Wealth Management
16 yearsExperience
1 stateRegistered in
$208.4MFirm assets
4 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 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
Experience
16 years in the industry.
- Go Wealth ManagementJan 2025 to now
- O'connell Investment & Insurance ServicesFeb 2018 to now
- Kw Securities CorpMar 2014 to Feb 2018
- Skyoak Wealth ManagementFeb 2010 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (OR).
Go Wealth Management
Legal name: O'connell Investment and Insurance Services, LLC
$208.4MAssets managed
519Clients
9Advisers
4 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
- 3110609
- Firm CRD
- 290254