Michael Dwaine Watson
Investment adviser representative at Bpm Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$268.3MFirm 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
- Pension consulting
Experience
11 years in the industry.
- Bpm Wealth Advisors, LLCJun 2023 to now
- Valmark Advisers, IncMar 2023 to now
- Valmark Securities, Inc.Mar 2023 to now
- NoneSep 2022 to Mar 2023
- Independent Finanvcial Group, LLCAug 2015 to Sep 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Bpm Wealth Advisors, LLC
$268.3MAssets managed
59Clients
3Advisers
3 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
- 4932054
- Firm CRD
- 325909