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David Brian Watson

OAK Asset Management, LLC

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About David Brian Watson

David Brian Watson is an Investment Advisor Representative and a registered representative with OAK Asset Management, LLC. David has over 30 years of experience in the financial services industry. Prior to joining OAK Asset Management, LLC, David worked for WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and UBS FINANCIAL SERVICES INC. David is registered with the state of Arizona, California and Texas. David specializes in providing financial planning, portfolio management for businesses and individuals and pension consulting. David is also an insurance agent.

Firm Information

David Watson is currently registered with OAK Asset Management, LLC. OAK Asset Management, LLC is a registered investment advisor based in WESTLAKE VILLAGE, CA. They manage approximately $383,244,730 in assets for 741 clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer portfolio management services for individuals, businesses, and pension plans.
OAK Asset Management, LLC

2535 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA 91361

$383.24M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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David Watson’s Registration & Firm History

AZ

05/08/2017 - Present

OAK Asset Management, LLC (Flagstaff AZ)

CA

11/27/2007 - 05/09/2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WESTLAKE VILLAGE CA)

CA

11/19/1985 - 12/10/2007

UBS FINANCIAL SERVICES INC. (SANTA BARBARA CA)

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Licenses & Designations

IA

Issued 04/13/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 05/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/1988

Series 3 - National Commodity Futures Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Brian Watson.
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