David WattsCRD Number: 3095023
Current Firm: Watts Gwilliam & Company, LLC
David Watts (CRD# 3095023) is an Investment Advisor Representative working at Watts Gwilliam & Company, LLC in Gilbert, AZ and has over 19 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Watts Gwilliam & Company LLC||Gilbert, AZ||May 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1998|
Total Assets Under Management269MILLIONS
Total Number of Accounts881ACCOUNTS
Average Account Value$304,965
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, NM, NY, OR, TX, UT, WA