Robert Brian Watson
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCFeb 2026 to now
- Kestra Advisory Services, LLCApr 2022 to Feb 2026
- Kestra Investment Services, LLCApr 2022 to Feb 2026
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2022
- Wells Fargo Bank, NANov 2014 to Feb 2018
- Wells Fargo Advisors, LLCNov 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4486005
- Firm CRD
- 6413