David Wattles (CRD# 1011885) is an Investment Advisor Representative working at Beacon Global Advisor Network, LLC in Fort Myers, FL and has over 42 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amerity Wealth Management, LLC | Fort Myers, FL | Jan 2024 - Current | < 1 |
| Alexander Peter Insurance, LLC | Lakeland, FL | Jan 2024 - Current | < 1 |
| Beacon Global Advisor Network, LLC | Fort Myers, FL | Jul 2017 - Current | 6 |
| Alexander Peter Wealth Management | Fort Myers, FL | Jul 2017 - Current | 6 |
| Dave Wattles Dba Uk Pension Consultants | Ft Myers, FL | Jun 2015 - Jul 2017 | 2 |
| Uk Pension Advisors LLC | Las Vegas, NV | Mar 2015 - May 2015 | < 1 |
| Great Lakes Health Technologies | Ft.myers, FL | Jul 2009 - Mar 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1981 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management292MILLIONS
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Total Number of Accounts361ACCOUNTS
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Average Account Value$807,706
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