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Robert Watson

DFC PREFERRED ADVISORS LLC·BOZEMAN, Montana
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443 N. WILLSON AVENUE, BOZEMAN, MT 59715CRD# 2163449Firm CRD# 309927
01

About

Robert Watson is a registered financial advisor based in BOZEMAN, Montana, affiliated with DFC PREFERRED ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
DFC PREFERRED ADVISORS LLC
DFC PREFERRED ADVISORS LLC
AUM
$205M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DFC PREFERRED ADVISORS LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2163449
Firm CRD# 309927
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Watson offer?
Robert Watson specializes in Investment Management, Fee-Only Advisory. Contact their office in BOZEMAN, Montana for a consultation.
What are Robert Watson's credentials?
Robert Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Watson located?
Robert Watson is based in BOZEMAN, Montana, working with DFC PREFERRED ADVISORS LLC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.
How does Robert Watson charge for services?
Robert 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 DFC PREFERRED ADVISORS LLC?
DFC PREFERRED ADVISORS LLC has approximately 3 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Montana
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City Guides
BILLINGS GuideGREAT FALLS GuideMISSOULA GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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