Carey McCradyCRD Number: 5192241
Current Firm: Watts Gwilliam & Company, LLC
Carey McCrady (CRD# 5192241) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 15 years of experience in the finance industry. Carey McCrady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Csm Financial Planning, LLC||Gilbert, AZ||Jun 2016 - Dec 2019||3|
|The Vanguard Group, Inc.||Scottsdale, AZ||Jul 2006 - Jun 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2006|
Total Assets Under Management329MILLIONS
Total Number of Accounts584ACCOUNTS
Average Account Value$563,966
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, NY, TX, UT, WA
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