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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lee Watson is an Investment Advisor Representative with Protection Point Advisors. Richard has been in the financial services industry since 1991, and has held several roles with various firms including Cambridge Investment Research, Inc. and NYLIFE Securities LLC. Richard holds a Series 6, 7, 24 and 63 licenses. He has also passed the SIE and Series 65 exams. Richard is a Certified Financial Planner™. In addition to his investment advisory services, Richard is also a licensed insurance agent. Richard is the majority owner of National Referral Network, PPA Invest Team, and Eagle West Group, Inc. Richard is also a member of the Entrepreneur's Organization. He is the co-author of a book titled "A Firm Worth Building: Running a Better Professional Business", available on Amazon.com. Richard's specialties include financial planning, portfolio management for individuals, and selection of other advisors. Richard is currently registered with Protection Point Advisors in Arizona, California, Oregon and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Selection of other advisers fees
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2
CA
12/26/2018 - Present
Protection Point Advisors (ROSEVILLE CA)
CA
02/17/2009 - 12/31/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Roseville CA)
CA
11/11/1991 - 02/23/2009
NYLIFE SECURITIES LLC (ROSEVILLE CA)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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