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Mark Alan Watson

Advisor at HRC Wealth Management, LLC — Moscow, ID

Updated today

Credentials

Series 65

Experience

15 years

Location

Moscow, ID 83843

HRC Wealth Management, LLC logo

HRC Wealth Management, LLC

Team

Total advisors

7

Clients per advisor

125 Very High

Avg AUM per client

$555,135 Low

HNW client ratio

15% Low

About

Mark Watson is a financial advisor at HRC Wealth Management, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, Watson serves as Treasurer for the Moscow High School Bears Gridiron Club and is a member of the Finance Committee for Eastside Mall, where he oversees accounting and tax filings. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach combining fundamental and technical analysis, with an emphasis on individualized advice and ongoing portfolio monitoring.

Client services

Based on HRC Wealth Management, LLC

Financial planning Portfolio management

Expertise

Based on HRC Wealth Management, LLC

Private / alternative investments Options & derivatives strategies Concentrated stock management

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Fee options

Percentage

$0 - $1,000,000.00: 1.00% $1,000,000.01 - $1,500,000.00: 0.75% $1,500,000.01 - $5,000,000.00: 0.50% $5,000,000.01+: 0.25%

Location

Moscow, ID

315 S. Almon

Moscow ID 83843

Advisors at this office

7

Most active in

Idaho

Work history

15 years of industry experience

HRC Wealth Management, LLC

2012 - Present • 14 years

Moscow, ID

Hayden Ross, PLLC

2012 - Present • 14 years

Moscow, ID

Disclosures

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

Business activities & affiliations

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James T

Series 66

Pullman, WA

Atrato Asset Management LLC

James Tallent is the sole advisor at Atrato Asset Management LLC in Pullman, WA, holding a Series 66 designation with 17 years of industry experience. He has led Atrato since its founding in 2009. Atrato Asset Management LLC provides investment advisory and family-office style services to wealthy families, high-net-worth individuals, and related private entities. The firm emphasizes strategic asset allocation and portfolio construction, managing client assets primarily on a non-discretionary basis and offering oversight of diverse investment types including private placements, real estate interests, and digital-asset related funds.

Private / alternative investments Options & derivatives strategies Real estate investing Concentrated stock management
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Ma Kayla B

Series 65

Moscow, ID

HRC Wealth Management, LLC

Ma Kayla Baldus is a financial advisor at HRC Wealth Management, LLC in Moscow, ID. She holds a Series 65 designation and has recently entered the industry, with prior work experience including roles at Red Star Coffee Company and Java Stop. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a multi-asset approach combining fundamental and technical analysis to manage primarily long-term portfolios and maintains an affiliation with an accounting firm that offers tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Sarah B

CFP®, Series 65

Colton, WA

Boldin Advisors

Sarah Busch is a CFP® with four years of industry experience currently serving at Boldin Advisors. Her prior work includes positions at NewRetirement Advisors LLC and Northstar Financial Management, Inc., along with seven years at Schweitzer Engineering Laboratories, Inc. She is a 50% owner of a farming operation, Busch Family Farms, LLC. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm offers investment consultations grounded in Modern Portfolio Theory, recommending diversified, low-cost index mutual funds and ETFs within a long-term, buy-and-hold framework.

General retirement planning Income planning Passive / index investing
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Christopher W

CFP®, ChFC®, Series 63, Series 66

Moscow, ID

HRC Wealth Management, LLC

Christopher Walker is a CFP® and ChFC® with 17 years of industry experience. He is currently with HRC Wealth Management, LLC and has previously worked at Northwestern Mutual in various capacities from 2009 to 2020. Outside of his financial advisory role, he assists clients with health and fixed insurance products. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high net worth clients, and trusts and estates. The firm employs a blend of fundamental, technical, and cyclical analysis and offers discretionary portfolio management with ongoing monitoring and rebalancing.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Jerald L

CFP®, PFS™, Series 65

Moscow, ID

HRC Wealth Management, LLC

Jerald Lewis is a CFP® and PFS™ with 26 years of experience in financial advising. He has been with HRC Wealth Management, LLC and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory roles, he serves as Treasurer for Pure Line Seeds, Inc. and is a finance committee member for Moscow Bear Boosters, Inc. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach with ongoing portfolio monitoring, combining fundamental and technical analysis to manage primarily long-term portfolios.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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Nathan S

PFS™, Series 65

Moscow, ID

HRC Wealth Management, LLC

Nathan Strong is a financial advisor at HRC Wealth Management, LLC in Moscow, ID, holding the PFS™ designation and Series 65 license with 26 years of industry experience. He has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, he is a minority member of Jungo, LLC, a software and app development company. HRC Wealth Management provides comprehensive asset management and financial planning to individuals, high-net-worth clients, and trusts. The firm employs a multi-asset investment approach with fundamental and technical analysis and maintains an affiliation with Hayden Ross PLLC, offering integrated tax and accounting services.

Private / alternative investments Options & derivatives strategies Concentrated stock management
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