William R Watson
Investment adviser representative at Foundations Investment Advisors LLC
13 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 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
- Seminars and workshops
Experience
13 years in the industry.
- Foundations Investment Advisors, LLCAug 2026 to now
- The Chamberlin GroupJul 2026 to now
- Charles Schwab and Co., Inc.Dec 2022 to Aug 2026
- TD AmeritradeJun 2020 to Dec 2022
- Total Quality LogisticsMay 2019 to Mar 2020
- Pittsburgh PipeOct 2017 to Feb 2019
- Tiscornia EnterprisesJul 2017 to Oct 2017
- CarshieldSep 2016 to Jul 2017
- Llywelyn's PubFeb 2013 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 7259337
- Firm CRD
- 175083