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Lisa Watson

ALLIED INVESTMENT ADVISORS LLC·BILLINGS, Montana
Unclaimed Profile
3409 TRANSTECH WAY, BILLINGS, MT 59102CRD# 7271822Firm CRD# 159103
01

About

Lisa Watson is a registered financial advisor based in BILLINGS, Montana, affiliated with ALLIED INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALLIED INVESTMENT ADVISORS LLC
ALLIED INVESTMENT ADVISORS LLC
AUM
$912M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ALLIED INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Fixed fees
Regulatory
SEC/IARD CRD# 7271822
Firm CRD# 159103
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Watson offer?
Lisa Watson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BILLINGS, Montana for a consultation.
What are Lisa Watson's credentials?
Lisa Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Watson located?
Lisa Watson is based in BILLINGS, Montana, working with ALLIED INVESTMENT ADVISORS LLC. Their office serves clients in the BILLINGS metropolitan area and surrounding communities.
How does Lisa Watson charge for services?
Lisa Watson's firm is compensated through percentage of aum, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIED INVESTMENT ADVISORS LLC?
ALLIED INVESTMENT ADVISORS LLC has approximately 12 employees and manages $912M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BILLINGS
Ronald Wayne O'donnell — STOCKMAN WEALTH MANAGEMENT, INC.Arthur William Bickle — STOCKMAN WEALTH MANAGEMENT, INC.William Edward Coffee — STOCKMAN WEALTH MANAGEMENT, INC.Caren Lorene Coffee — STOCKMAN WEALTH MANAGEMENT, INC.Steven William Ash — HORIZON CAPITAL PARTNERS LLC
Nearby cities in Montana
GREAT FALLS (40)BOZEMAN (21)MISSOULA (17)WHITEFISH (14)HELENA (5)
City Guides
GREAT FALLS GuideBOZEMAN GuideMISSOULA GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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