Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Watson is a registered investment advisor representative with Avantax Advisory Services in Versailles, Kentucky. Ralph has been in the industry for over 12 years and holds the Series 7, 66, and 65 licenses. Ralph has experience working with both individual and business clients, offering financial planning, portfolio management, and pension consulting services. Ralph is also a managing partner of Woodford Financial PLLC, a firm that offers a wide range of accounting services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
KY
09/04/2024 - Present
Avantax Advisory Services (Versailles KY)
KY
10/26/2018 - 09/16/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (LEXINGTON KY)
KY
01/02/2018 - 09/06/2018
BB&T SECURITIES, LLC (LEXINGTON KY)
KY
02/26/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (LEXINGTON KY)
KY
11/10/2008 - 12/18/2009
COMMONWEALTH FINANCIAL NETWORK (MIDWAY KY)
IA
Issued 07/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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