George
Watson

Commonwealth Financial Network

CRD#6188925
Investment Advisor
in Columbia, MD

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About this Advisor

George Watson is a certified financial planner and chartered financial analyst working out of Columbia, Maryland, who has been in the financial industry for 10 years. Watson is an employee of Commonwealth Financial Network. Throughout their career, Watson has worked at Academy Financial, Inc, Family Caregiver, Williams Asset Management and Commonwealth Financial Network. Watson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Maryland. Commonwealth Financial Network is a financial advisory firm that has its headquarters in Columbia, Maryland. The company has offices in 1,090 locations and a total of 3,400 people on staff. It manages $111 billion in assets among its 436,517 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 277 charities and foundations. Of its 436,517 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules vary depending on which service is offered. However, fees billed by Commonwealth Financial Network can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8850 Columbia 100 Parkway Suite 204
Columbia, MD 21045

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

MD Average: $16,012,751,954
Total Number of Employees

3,400

MD Average: 118
Total Number of Accounts

436,517

MD Average: 4,567
Average Account Size

$255,295

MD Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

George Watson Work History

George has 10 years of experience.

2017 - Present (4 years)

Williams Asset Management

2017 - Present (4 years)

Commonwealth Financial Network

2014 - 2017 (3 years)

Academy Financial, Inc

2013 - 2014 (1 year)

Academy Financial, Inc

2010 - 2013 (3 years)

Family Caregiver

Disclosures

George Watson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
William Mixdorf
Plano, TX
Daniel Flanagan
Framingham, MA
Julie Beede
Kalispell, MT
David Berman
Knoxville, TN
Sophie Halpin
Falmouth, ME
Gilberto Bermea
Laredo, TX
Matthew Glassmeyer
Cincinnati, OH

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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