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
12 years
Location
McCormick, SC
Cetera
Institution
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.
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
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
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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