Forbes Watson has been Chief Executive Officer and Chief Compliance Officer of Legacy Wealth Management since August 2019, is a control person of the firm and directly owns under 5% of it. Forbes Watson holds an MBA from Millsaps College and a Master of Theological Studies from Southwestern Baptist Theological Seminary. Forbes Watson studied at the University of North Texas.
Legacy Wealth Management, LLC is a Ridgeland, MS firm with $459M under management, 97 clients and 3 advisers in one office, as of its July 2026 filing.
Forbes Watson is CEO & CIO of Legacy Wealth Management, LLC. He has served as Principal since the firm's founding in 2019 and has over forty years of investment experience, including five years as investment manager of a mutual fund and six years as co-manager of institutional assets at a Minneapolis investment company. He co-founded Mississippi Investment Management Company in 2010, where he was managing member.
Forbes Watson’s longest registration was 9 years at Mississippi Investment Management Company (2010–2019). Before joining Legacy Wealth Management in 2019, Forbes Watson was registered through Mississippi Investment Management Company and Glenwood Capital Management, Inc.
- – present · 7 yearsRidgeland, MS · Adviser representative · Firm CRD 304659
- Mississippi Investment Management Company– · 9 yearsJackson, MS · Adviser representative · Firm CRD 152588
- Glenwood Capital Management, Inc.– · 1 yearJackson, MS · Adviser representative · Firm CRD 111222
Investment adviser representative registrations
Forbes Watson is registered as an investment adviser representative in Mississippi, since August 2019.
- MississippiSince 5 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Forbes Lewis Watson
- CRD
- 1050748
- Firm
- Legacy Wealth Management · CRD 304659
- Role
- Chief Executive Officer and Chief Compliance Officer
- Office
- 300 CONCOURSE BLVD, SUITE 102, Ridgeland, MS 39157
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mylegacy.ms
Where does Forbes Watson work?
Forbes Watson has been Chief Executive Officer and Chief Compliance Officer of Legacy Wealth Management, LLC since August 2019, and is a control person of the firm.
Is Forbes Watson a financial advisor?
Yes. Forbes Watson has a current investment-adviser registration in Mississippi, through Legacy Wealth Management since August 2019.
How many years of experience does Forbes Watson have?
Forbes Watson has 18 years in the financial industry, since July 2008, across 3 adviser firms.
What exams has Forbes Watson passed?
Forbes Watson passed the Series 65 in September 2010.
Where did Forbes Watson work before Legacy Wealth Management?
Before Legacy Wealth Management, Forbes Watson was registered through Glenwood Capital Management, Inc., May 2001 to January 2003.
Where is Forbes Watson based?
Forbes Watson’s registered office is in Ridgeland, MS.
Is Forbes Watson registered with FINRA?
No. Forbes Watson has no current broker registration.
How can I verify Forbes Watson’s record?
Search CRD 1050748 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Forbes Watson’s full registration record.