Unclaimed
Chipper Burch Watson IV is a financial advisor in Abilene, Texas. Chipper is a registered representative of LPL Financial LLC and an investment advisor representative of Watson Wealth Advisors LLC, a dba for LPL business. Chipper has been in the financial industry for over 10 years. He is a Registered Representative with the Financial Industry Regulatory Authority (FINRA). Chipper holds Series 7, Series 63, and Series 65 licenses. Chipper has held previous roles with Morgan Stanley and Morgan Stanley Smith Barney. Chipper's current practice at LPL Financial LLC focuses on providing financial planning, portfolio management, and other investment advisory services to a wide range of clients, including individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/14/2022 - Present
LPL Financial LLC (ABILENE TX)
TX
07/25/2012 - 09/20/2022
MORGAN STANLEY (ABILENE TX)
TX
12/02/2011 - 02/24/2012
MORGAN STANLEY SMITH BARNEY (ABILENE TX)
IA
Issued 03/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chipper Watson is the right advisor for you? Invested Better is here to help.