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Robert Watson is a registered investment advisor at Destra Capital Advisors LLC, based in Bozeman, MT, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 3 clients with $410M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$414.2M
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Location
443 N. Willson Avenue, Bozeman, MT, 59715
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Destra Capital Advisors LLC
October 2016 - Present · 9 yrs 6 mos
Destra Capital Investments LLC
December 2011 - Present · 14 yrs 4 mos
Destra Capital Investments LLCBroker
December 2011 - Present · 14 yrs 4 mos
Previous Registrations
Aviva Securities, LLCBroker
September 2010 - December 2011 · 1 yr 3 mos
Janus Distributors LLCBroker
October 2004 - October 2009 · 5 yrs
Van Kampen Funds INC.Broker
December 1995 - September 2004 · 8 yrs 9 mos
Everen Securities, INC.Broker
August 1992 - November 1995 · 3 yrs 3 mos
Home Life Insurance CompanyBroker
November 1991 - August 1992 · 9 mos
W. S. Griffith & CO., INC.Broker
November 1991 - August 1992 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.