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Luke Watson

Advisor at Cetera — McCormick, SC

Updated today

Credentials

Series 63, Series 65

Experience

12 years

Location

McCormick, SC

Cetera logo

Cetera

Institution

Total advisors

10,220

Across 5,127 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Luke Watson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His background includes roles at Avantax and Cambridge Investment Research, along with ownership and management positions in multiple aviation-related businesses, including Watson Aviation Flight Management LLC and Watson Aviation Holdings Inc. Outside of finance, he is involved in aviation, providing contract pilot services and managing aircraft operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment strategies, discretionary and non-discretionary management, and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$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%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

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.

Location

See office

McCormick, SC

McCormick SC

Advisors at this office

2

Most active in

South Carolina · Texas

Work history

12 years of industry experience

Cooley Construction Company LLC

2025 - Present • 1 year

Lagrange, GA

Cetera Wealth Services, LLC

2025 - Present • 1 year

McCormick, SC

Cetera

2025 - Present • 1 year

Schaumburg, IL

Polaris Aviation Solutions LLC

2024 - Present • 2 years

Oakwood, GA

Ataraxia Aviation, LLC

2024 - 2024 • 1 year

Spartanburg, SC

Avantax Insurance Agency, LLC

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, Inc.

2022 - 2023 • 1 year

McCormick, SC

Cambridge Investment Research Advisors

2022 - 2023 • 1 year

McCormick, SC

Northeastern Aviation

2022 - 2023 • 1 year

Farmingdale, NY

Air Charter Express, Inc.

2021 - 2024 • 3 years

Greenville, SC

Air Charter Express, Inc.

2021 - 2024 • 3 years

Greenville, SC

Watson Aviation Flight Management LLC

2021 - Present • 5 years

McCormick, SC

CAE Simuflite

2018 - 2022 • 4 years

Whippany, NJ

Watson Aviation Holdings Inc.

2017 - Present • 9 years

McCormick, SC

Volans Tigris Enterprises, LLC

2015 - Present • 11 years

McCormick, SC

Aaron L Watson LLC

2014 - Present • 12 years

McCormick, SC

Aaron L Watson PC

2014 - Present • 12 years

McCormick, SC

Avantax Advisory Services

2014 - 2022 • 8 years

McCormick, SC

Avantax Investment Services, Inc.

2013 - 2022 • 9 years

McCormick, SC

Aaron L. Watson, PC

2013 - 2023 • 10 years

McCormick, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Bradley P

Series 63, Series 65

McCormick, SC

ValMark Advisers, Inc.

Bradley Peterson is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes roles at firms such as New York Life Insurance Company and WealthStone Family Office, LLC. Outside of his advisory work, he serves on the board of directors and various committees of the Savannah Lakes Property Owners Association and works as a program specialist for the South Carolina Department of Parks, Recreation & Tourism. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios with implementation through mutual funds, ETFs, and separate-account managers, alongside proprietary platforms and sub-advisory relationships.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Audrina W

Series 66

Mc Cormick, SC

Cetera

Audrina Wannamaker is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, she worked for the State of California for 17 years. Outside of her advisory role, she is involved with Roop to Roots, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Aaron W

Series 63, Series 65

McCormick, SC

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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