David Brian Watson

Employer firm

Oak Asset Management, LLC CRD 287856

$414M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2009 → 05/2017
  Wells Fargo Advisors Financial Network Llc
  Westlake Village, CA
• 05/2017 → Present
  Oak Asset Management, Llc
  Westlake Village, CA

Previous Registrations

• 2007-11-28 → 2017-05-09
  Wells Fargo Advisors Financial Network, Llc
  Westlake Village, CA
• 1997-07-08 → 2007-12-10
  Ubs Financial Services Inc.
  Santa Barbara, CA
  Santa Barbara, CA

Other Businesses

2010 - Present; Insurance Agent; Westlake Village, CA; Investment Related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-04-13
• S63 Uniform Securities Agent State Law Examination
  1985-12-16

Other Names

• David B Watson