Benjamin Thomas Watson
Investment adviser representative at LPL Enterprise, LLC
9 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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
9 years in the industry.
- LPL Enterprise, LLCJul 2025 to now
- Texakoma FinancialMar 2025 to Jun 2025
- Millenium Petro CapitalSep 2024 to Mar 2025
- Tamp Advisory SolutionsApr 2022 to Jan 2025
- Canyon Creek CapitalMar 2022 to Dec 2023
- Stone Harbor Estate ManagementJul 2021 to Dec 2024
- Peak American FinancialNov 2020 to Jul 2021
- Innovative Estate ManagementFeb 2017 to Nov 2020
- Hash House a Go GoMar 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7536694
- Firm CRD
- 8733