Ralph
Watson
Lumature Wealth Partners, LLC
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About this Advisor
Ralph Watson is a certified financial planner who works in Summerville, South Carolina who has 3 years of industry experience. Watson is on the advisory team at Lumature Wealth Partners, LLC. During their career, Watson has held roles at Girard Securities, Inc, Ppa Investments, Inc, Professional Planning Advisors, LLC, United Capital Financial Advisers LLC, Raymond James Financial Services, Inc, Lumature Wealth Partners, LLC and Cetera Advisor Networks LLC. Watson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in South Carolina and Texas. Lumature Wealth Partners, LLC is a financial advisory business operating out of Alpharetta, GA. It controls $561 million in assets between its 2,255 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,255 client accounts, 44% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically are based on which services the firm provides the client. However, fees billed by Lumature Wealth Partners, LLC likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lumature Wealth Partners, LLC Brokerage Details
$561,198,312
14
2,255
$248,868
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
Ralph Watson Work History
Ralph has been registered as a financial advisor for 3 years.*
Raymond James Financial Services, Inc
Lumature Wealth Partners, LLC
Lumature Wealth Partners, LLC
Cetera Advisor Networks LLC
Girard Securities, Inc
United Capital Financial Advisers LLC
Professional Planning Advisors, LLC
Ppa Investments, 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 Ralph 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 Lumature Wealth Partners, LLC
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Summerville, SC
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
