Gary Watts, CFP®, financial advisor Walnut Creek CA

Gary Watts, CFP®

CRD Number: 5720912
Current Firm: Equitable Advisors, LLC
Compensation Model: Both

Gary Watts (CRD# 5720912) is an Investment Advisor Representative working at Alamo Capital in Walnut Creek, CA and has over 6 years of experience in the finance industry. Gary Watts 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 putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Wealth & Tax Planners
Professional Designations
Company Name Location Dates Years
Alamo Capital Walnut Creek, CA Jan 2016 - Current 5
Axa-advisors, LLC New York, NY Jun 2012 - Jan 2016 3
Unemployed Modesto, CA Feb 2012 - Jun 2012 < 1
Valley Wealth, Inc. Modesto, CA Oct 2009 - Feb 2012 2
City Of Modesto Modesto, CA May 1985 - Jun 2011 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2009
S63 Uniform Securities State Law Examination May 2012
S7 General Securities Representative Examination (GS) Jun 2012
Contact Info for Gary Watts, CFP®
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    17,885
    MILLIONS
  • Total Number of Accounts
    55,098
    ACCOUNTS
  • Average Account Value
    $324,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

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Data verified by both the advisor and the public regulatory data.

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