Reid Watson (CRD# 7832093) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Ridgeland, MS and has 1 year of experience in the finance industry. Reid Watson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Wealth Management, LLC | Ridgeland, MS | Jan 2023 - Current | 1 |
| Bank Of Yazoo | Yazoo City, MS | Jul 2019 - Dec 2022 | 3 |
| Full Time Student | Oxford, MS | Aug 2015 - May 2019 | 3 |
| Bank Of Yazoo | Yazoo City, MS | Jun 2018 - Jul 2018 | < 1 |
| Cindy Crane Real Estate | Jackson, MS | Jun 2017 - Jul 2017 | < 1 |
| Full Time Student | Jackson, MS | Jan 2013 - Jul 2015 | 2 |
- MS
-
Total Assets Under Management305MILLIONS
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Total Number of Accounts55ACCOUNTS
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Average Account Value$5,543,291
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, MS, TX
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