Sara Watts, financial advisor Houston TX
93 score

Sara Watts

CRD Number: 5372277
Current Firm: Woodbury Financial Services, Inc.

Sara Watts (CRD# 5372277) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Houston, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services Woodbury, MN Oct 2007 - Current 9
Home Perth, Jun 1996 - Oct 2007 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Sara L. Watts
Phone Number: 800-800-2638
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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