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Lisa Diane Watson

AGR PARTNERS LLC·VISALIA, California
AGR PARTNERS LLC
113 NORTH CHURCH STREET, VISALIA, CA 93291CRD# 6450505Firm CRD# 283081

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Diane Watson · VISALIA, CA
Registration
CRD #6450505 · AGR PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Lisa Diane Watson is a registered financial advisor based in VISALIA, California, affiliated with AGR PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AGR PARTNERS LLC
AGR PARTNERS LLC
AUM
$1.1B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at AGR PARTNERS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6450505
Firm CRD# 283081
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Diane Watson offer?
Lisa Diane Watson specializes in Retirement Planning, Wealth Management. Contact their office in VISALIA, California for a consultation.
What are Lisa Diane Watson's credentials?
Lisa Diane Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Diane Watson located?
Lisa Diane Watson is based in VISALIA, California, working with AGR PARTNERS LLC. Their office serves clients in the VISALIA metropolitan area and surrounding communities.
How does Lisa Diane Watson charge for services?
Lisa Diane Watson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGR PARTNERS LLC?
AGR PARTNERS LLC has approximately 10 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AGR PARTNERS LLC

Christine Juliette Taylor
CHICAGO, IL
Daniel Morris Masters
CHICAGO, IL
Scott Stewart Grace
DAVIS, CA
Ejnar Arch Knudsen
CHICAGO, IL
Heather Antonette Mcfarland
DAVIS, CA
John Stanton Goodreds
DAVIS, CA

More Advisors in VISALIA, California

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MADDOX FINANCIAL GROUP INC.·VISALIA, CA
Jake Sill
AGR PARTNERS, LLC·VISALIA, CA

Browse by Specialty

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Research
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