Brian
Watson
Plancorp, LLC
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About this Advisor
Brian Watson is a financial advisor based in Saint Louis, Missouri, working with Plancorp, LLC. Brian has previously held positions at Edward Jones, Franklin Elevator, Southern Illinois University Edwardsville, Edwardsville YMCA, Plancorp, LLC, and Southern Illinois University. Brian has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Brian is part of Plancorp, LLC, which operates out of Saint Louis, Missouri. The firm has 4 offices and 81 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Plancorp, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Plancorp, LLC Brokerage Details
$6,479,677,393
81
6,627
$977,769
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brian Watson Work History
Plancorp, LLC
Plancorp, LLC
Plancorp, LLC
Edward Jones
Southern Illinois University Edwardsville
Edwardsville Ymca
Franklin Elevator
Southern Illinois University
Disclosures
Please visit the SEC profile of Brian Watson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Plancorp, LLC
Saint Louis, MO
Satellite Beach, FL
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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