Aaron Luke Watson
Advisor at Cetera — McCormick, SC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
McCormick, SC
Cetera
Institution
Aaron Watson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with several firms, including Avantax and Cambridge Investment Research, and maintains roles in aviation and tax preparation businesses. He jointly owns an aviation company used for recreational and business travel and operates a tax preparation firm that provides services including estate planning. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, operating a multi-manager platform with access to various investment strategies and program options.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
McCormick, SC
McCormick SC
Advisors at this office
2
South Carolina · Texas
27 years of industry experience
Cetera Wealth Services, LLC
2025 - Present • 1 year
McCormick, SC
Cetera
2025 - Present • 1 year
Schaumburg, IL
Wealthspring Financial Partners LLC
2025 - Present • 1 year
Sparta, NJ
Avantax Insurance Agency and/or Avantax Insurance Services
2023 - 2025 • 2 years
McCormick, SC
Avantax Advisory Services
2023 - 2025 • 2 years
McCormick, SC
Avantax Investment Services Inc.
2023 - 2025 • 2 years
McCormick, SC
Cambridge Investment Research Advisors
2022 - 2023 • 1 year
McCormick, SC
Cambridge Investment Research, Inc.
2022 - 2023 • 1 year
McCormick, SC
Watson Aviation Holdings Inc.
2017 - Present • 9 years
McCormick, SC
Avantax Advisory Services
2010 - 2022 • 12 years
McCormick, SC
Aaron L. Watson LLC
2006 - Present • 20 years
McCormick, SC
Avantax Investment Services, Inc.
1999 - 2022 • 23 years
McCormick, SC
Avantax Insurance Agency, LLC
1999 - 2022 • 23 years
McCormick, SC
Savannah Valley Realty, Inc.
1992 - Present • 34 years
McCormick, SC
Aaron L. Watson, P.C.
1992 - Present • 34 years
McCormick, SC
Aaron L Watson PC dba Aaron L Watson CPA PC
1992 - Present • 34 years
McCormick, SC
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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