Unclaimed Profile

Donald Lyman Watson

SKYOAK WEALTH MANAGEMENT, INC.·MEDFORD, Oregon

SIE, Series 7, Series 24, Series 63, Series 66Clean record22 years registeredSKYOAK WEALTH MANAGEMENT, INC.

229 N. BARTLETT STREET, MEDFORD, OR 97501CRD# 3110609Firm CRD# 154248

Profile Verification

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

Identity

Donald Lyman Watson · MEDFORD, OR

Registration

CRD #3110609 · SKYOAK WEALTH MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

GO WEALTH MANAGEMENT

Feb 2018 – present

SKYOAK WEALTH MANAGEMENT, INC.

Jul 2010 – Feb 2018

MEDFORD, OR

RESOURCE INVESTMENT ARCHITECTS, INC.

Feb 2010 – Feb 2011

PETALUMA, CA

EDWARD JONES

Apr 2009 – Jan 2010

MEDFORD, OR

M HOLDINGS SECURITIES, INC.

May 2004 – Dec 2004

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · May 13, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SKYOAK CAPITAL, INC.

CRD 154248 · SEC 801-118745

AUM

$179M

Regulatory assets under management

Employees

664 client accounts

Services offered by SKYOAK CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SKYOAK CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Donald Lyman Watson offer?

Donald Lyman Watson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MEDFORD, Oregon for a consultation.

What are Donald Lyman Watson's credentials?

Donald Lyman Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Lyman Watson located?

Donald Lyman Watson is based in MEDFORD, Oregon, working with SKYOAK WEALTH MANAGEMENT, INC.. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.

How does Donald Lyman Watson charge for services?

Donald Lyman Watson's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: service fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SKYOAK WEALTH MANAGEMENT, INC.?

SKYOAK WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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