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Barry Todd Watson

THE Martin Worley Group

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About Barry Todd Watson

Barry Todd Watson is a financial advisor at The Martin Worley Group. Barry has been in the financial services industry since 2007. Barry is a Certified Financial Planner™ and holds the Series 65 license. Barry has experience providing financial consulting services to small businesses. Barry has a specialization in providing financial planning, pension consulting, and selection of other advisors services to individuals, high net worth individuals, charitable organizations, and corporations.

Firm Information

Barry Watson is currently registered with THE Martin Worley Group. THE Martin Worley Group is an investment advisor headquartered in COTTONWOOD HEIGHTS, UT. The firm provides financial planning, pension consulting, and selection of other advisors services to individuals, high-net-worth individuals, corporations, and charitable organizations. THE Martin Worley Group has approximately $312,531,214 in regulatory assets under management.
THE Martin Worley Group

6965 UNION PARK CENTER

COTTONWOOD HEIGHTS, UT 84047

$312.53M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Barry Watson’s Registration & Firm History

UT

01/05/2017 - Present

THE Martin Worley Group (COTTONWOOD HEIGHTS UT)

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Licenses & Designations

IA

Issued 08/22/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barry Todd Watson.
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