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Forbes Lewis Watson

LEGACY WEALTH MANAGEMENT, LLC·RIDGELAND, Mississippi
Clean recordLEGACY WEALTH MANAGEMENT, LLC
300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS 39157CRD# 1050748Firm CRD# 304659

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Forbes Lewis Watson · RIDGELAND, MS
Registration
CRD #1050748 · LEGACY WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Forbes Lewis Watson is a registered financial advisor based in RIDGELAND, Mississippi, affiliated with LEGACY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEGACY WEALTH MANAGEMENT, LLC
LEGACY WEALTH MANAGEMENT, LLC
AUM
$305M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LEGACY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1050748
Firm CRD# 304659
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Forbes Lewis Watson offer?
Forbes Lewis Watson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in RIDGELAND, Mississippi for a consultation.
What are Forbes Lewis Watson's credentials?
Forbes Lewis Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Forbes Lewis Watson located?
Forbes Lewis Watson is based in RIDGELAND, Mississippi, working with LEGACY WEALTH MANAGEMENT, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.
How does Forbes Lewis Watson charge for services?
Forbes Lewis Watson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY WEALTH MANAGEMENT, LLC?
LEGACY WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEGACY WEALTH MANAGEMENT, LLC

Charles Ross Bell
RIDGELAND, MS
Jennifer Cathcart Bartlam
RIDGELAND, MS

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Nearby cities in Mississippi
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Research
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