Robert
Watson

Shaw Financial Services

CRD#7021894
Investment Advisor
in Edmond, OK

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About this Advisor

Robert Watson is a financial advisor who works out of Edmond, Oklahoma with a total of 3 years of relevant experience. Watson is an advisor for Shaw Financial Services. The advisor has gained experience at Okc Golf LLC, State Of Oklahoma, Watson & Sons, LLC, Watson & Sons, Inc, Lpl Financial, LLC, Shaw Financial Services, LLC and Shaw Financial Services. Watson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Oklahoma and Texas. Shaw Financial Services is a firm based in Edmond, OK. The investment advisory business has a total of 13 people on staff. It controls $854 million in total assets among its 5,789 accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 5,789 customer accounts, 18% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually are based on which services the firm provides the client. Fee types billed by Shaw Financial Services typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2901 South Bryant Avenue
Edmond, OK 73013

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Shaw Financial Services Brokerage Details

Total Assets Under Management

$854,028,314

OK Average: $681,523,814
Total Number of Employees

13

OK Average: 15
Total Number of Accounts

5,789

OK Average: 642
Average Account Size

$147,526

OK Average: $1,061,564

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Watson Work History

Robert has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Lpl Financial, LLC

2019 - Present (5 years)

Shaw Financial Services, LLC

2019 - Present (5 years)

Shaw Financial Services

2017 - 2017 (< 1 year)

State Of Oklahoma

2016 - 2018 (2 years)

Okc Golf LLC

2016 - 2016 (< 1 year)

Watson & Sons, LLC

1991 - 2015 (24 years)

Watson & Sons, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert 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 Shaw Financial Services

John Dotson
Edmond, OK
Geoffrey Weiss
Edmond, OK
Christopher Beard
Edmond, OK
Christie Hughes
Edmond, OK
Royse Mccasland
Edmond, OK
Jordan Long
Edmond, OK
Toni Selph
Tulsa, OK
Jonathan Pixley
Edmond, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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