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Edwin Thomas Watson

BCU WEALTH ADVISORS, LLC·VERNON HILLS, Illinois
Series 6, Series 63CFPClean record14 years registeredBCU WEALTH ADVISORS, LLC
340 N. MILWAUKEE AVENUE, VERNON HILLS, IL 60061CRD# 4448255Firm CRD# 164173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edwin Thomas Watson · VERNON HILLS, IL
Registration
CRD #4448255 · BCU WEALTH ADVISORS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

BCU WEALTH ADVISORS, LLC
Jul 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · July 30, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BCU WEALTH ADVISORS, LLC
CRD 164173 · SEC 801-81122
AUM
$450M
Regulatory assets under management
Employees
17
1,717 client accounts
Services offered by BCU WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BCU WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Edwin Thomas Watson offer?
Edwin Thomas Watson specializes in Financial Planning, Investment Management. Contact their office in VERNON HILLS, Illinois for a consultation.
What are Edwin Thomas Watson's credentials?
Edwin Thomas Watson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Edwin Thomas Watson located?
Edwin Thomas Watson is based in VERNON HILLS, Illinois, working with BCU WEALTH ADVISORS, LLC. Their office serves clients in the VERNON HILLS metropolitan area and surrounding communities.
How does Edwin Thomas Watson charge for services?
Edwin Thomas 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 BCU WEALTH ADVISORS, LLC?
BCU WEALTH ADVISORS, LLC has approximately 17 employees and manages $450M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BCU WEALTH ADVISORS, LLC

Scott Leonard Comeau
VERNON HILLS, IL
Thomas Gerard Moore
VERNON HILLS, IL
CFA
Richard Allan Orr
VERNON HILLS, IL
Charles Louis Dimon
VERNON HILLS, IL
Kenneth Scott Dryfhout
VERNON HILLS, IL
CFA
Kristi Lynn Mertens
VERNON HILLS, IL
CFP

More Advisors in VERNON HILLS, Illinois

Charles Ronald Lesser
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Nearby cities in Illinois
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