Scott WattsCRD Number: 3073099
Current Firm: Wells Fargo Clearing Services, LLC
Scott Watts (CRD# 3073099) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Forest City, NC and has over 19 years of experience in the finance industry.
Parsec Financial Management, Inc.
Valmark Advisers, Inc.
|Wells Fargo Clearing Services, LLC||Forest City, NC||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Forest City, NC||Apr 2011 - Nov 2016||5|
|Edward Jones||St Louis, MO||Dec 2001 - Apr 2011||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY