linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Robert Watson

Salem Investment Counselors Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Robert Watson

William Robert Watson is a Registered Investment Advisor with Salem Investment Counselors Inc. William has been with the firm since June 1982. William has over 20 years of experience in the financial services industry. William is licensed in Florida, North Carolina, and Virginia and has earned the Series 6 and Series 63 licenses. William specializes in providing financial planning, portfolio management for individuals and businesses. William works primarily with high net worth individuals, charitable organizations, and corporations.

Firm Information

William Watson is currently registered with Salem Investment Counselors Inc.. Salem Investment Counselors Inc. is an investment advisor based in Winston Salem, NC. The firm manages approximately $3.6 billion in assets for individuals, corporations, foundations, and pension plans. They provide financial planning and portfolio management services. Their website address is HTTPS://WWW.SALEMINVESTMENT.COM.
Salem Investment Counselors Inc.

480 SHEPHERD STREET

WINSTON SALEM, NC 27103

$3.61B

Assets Under Management

Not reported

Total Clients

11

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Watson’s Registration & Firm History

NC

05/17/1994 - Present

Salem Investment Counselors Inc. (WINSTON-SALEM NC)

OH

01/08/2001 - 11/08/2006

ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)

MD

10/23/1998 - 10/02/2000

DECLARATION DISTRIBUTORS, INC. (BALTIMORE MD)

Not sure if William Robert Watson is right for you?

Licenses & Designations

BC

Issued 10/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Robert Watson.
Not sure if William Robert Watson is right for you?