Leslie Walker Watson
Investment adviser representative at Tru Independence Asset Management, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$336.9MFirm 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 feeOther
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
19 years in the industry.
- Tru Independence Asset Management, LLCJul 2019 to now
- Apw Capital, Inc.Jan 2019 to now
- Tru Independence Asset Management - Yellow Wood Wealth SolutionsNov 2018 to now
- Bank of America, N.A.Dec 2009 to Nov 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2007 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NC).
Tru Independence Asset Management, LLC
$336.9MAssets managed
1,059Clients
7Advisers
12 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
- 4476383
- Firm CRD
- 168256