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Donald Lyman Watson

SKYOAK WEALTH MANAGEMENT, INC.·MEDFORD, Oregon
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229 N. BARTLETT STREET, MEDFORD, OR 97501CRD# 3110609Firm CRD# 154248
01

About

Donald Lyman Watson is a registered financial advisor based in MEDFORD, Oregon, affiliated with SKYOAK WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SKYOAK CAPITAL, INC.
SKYOAK CAPITAL, INC.
AUM
$179M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SKYOAK CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: SERVICE FEE
Regulatory
SEC/IARD CRD# 3110609
Firm CRD# 154248
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in MEDFORD
Dennis Ray Lamson — GRAIL INVESTMENTS, L.L.C.Kathleen Marie Philby — SKYOAK WEALTH MANAGEMENT, INC.Gregory Alan Koenig — MYLAUNCH, LLCAllison Koenig — KOENIG INVESTMENT ADVISORY, LLCRoyal Ray Standley — OREGON PACIFIC FINANCIAL ADVISORS INC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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