Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dale Watson is a Registered Representative associated with Charles Schwab & Co., Inc. Robert is a financial advisor with over 6 years of experience in the industry. Robert has been with Charles Schwab & Co., Inc. since May of 2020. Prior to joining Charles Schwab & Co., Inc., Robert worked at TD Ameritrade in Fort Worth, TX. Robert holds licenses for Securities Agent State Law Examination (S63) and Uniform Combined State Law Examination (S66).
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
01/02/2025 - Present
Charles Schwab & CO., Inc. (Westlake TX)
Active
Inactive
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