Unclaimed Profile

Ralph Corley Watson

LUMATURE WEALTH PARTNERS, LLC·ALPHARETTA, Georgia

SIE, Series 7, Series 31, Series 66CFP18 years registeredLUMATURE WEALTH PARTNERS, LLC

2325 LAKEVIEW PARKWAY, ALPHARETTA, GA 30009CRD# 3233928Firm CRD# 309049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ralph Corley Watson · ALPHARETTA, GA

Registration

CRD #3233928 · LUMATURE WEALTH PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CONCURRENT INVESTMENT ADVISORS, LLC

Oct 2023 – present

PURSHE KAPLAN STERLING INVESTMENTS

Oct 2023 – present

LUMATURE WEALTH PARTNERS, LLC

Jun 2020 – Nov 2023

SUMMERVILLE, SC

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Jun 2013 – Jun 2020

ALPHARETTA, GA

PROFESSIONAL PLANNING ADVISORS,LLC

Sep 2007 – Nov 2013

ROSWELL, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · September 21, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

1994Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LUMATURE WEALTH PARTNERS, LLC

CRD 309049 · SEC 801-118746

AUM

$561M

Regulatory assets under management

Employees

2,255 client accounts

Services offered by LUMATURE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LUMATURE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Ralph Corley Watson offer?

Ralph Corley Watson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Ralph Corley Watson's credentials?

Ralph Corley Watson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ralph Corley Watson located?

Ralph Corley Watson is based in ALPHARETTA, Georgia, working with LUMATURE WEALTH PARTNERS, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Ralph Corley Watson charge for services?

Ralph Corley Watson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LUMATURE WEALTH PARTNERS, LLC?

LUMATURE WEALTH PARTNERS, LLC has approximately 14 employees and manages $561M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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