Michael Dwaine Watson

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 09/2022
  Independent Finanvcial Group, Llc
  San Diego, CA
• 03/2023 → Present
  Valmark Securities, Inc.
  Akron, OH
• 09/2022 → 03/2023
  None
  San Diego, CA
• 03/2023 → Present
  Valmark Advisers, Inc
  Akron, OH

Previous Registrations

• 2015-09-02 → 2022-09-01
  Independent Financial Group, Llc
  San Diego, CA
• 2011-07-27 → 2015-08-22
  Lpl Financial Llc
  San Diego, CA
  Oregon City, OR

Other Businesses

1) BPM Wealth Advisors; One California Street, Ste. 2500, San Francisco, CA 94111; Investment Advisor; Financial planner/ investment manager of the RIA; YES Investment Related; Start Date 6/6/2023; Approximately 40+ hrs. per month; Salary/bonus structure based on the growth of the RIA.///

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-25
• S63 Uniform Securities Agent State Law Examination
  2006-09-29

Designations

• Certified Financial Planner