Cain, Watters & Associates, LLC

Cain, Watters & Associates, LLC (CRD# 111521) is a financial advisory firm headquartered in Frisco, TX. They manage $3,544,679,305 in 9,075 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,545
    MILLION
  • Total Number of Accounts
    9,075
    ACCOUNTS
  • Average Account Value
    $390,598
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
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, 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, VT, WA, WI, WV, WY

Financial Advisors at Cain, Watters & Associates, LLC
Showing 21 - 30 of 70 top financial advisors.
21
Brook Hoover
CRD#: 6356287
17 Cowboys Way, Suite 300, Frisco, TX 75034

Brook Hoover (CRD# 6356287) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 9 years of experience in the finance industry.

22
Jennifer E. Klein
CRD#: 5195718
17 Cowboys Way, Suite 300, Frisco, TX 75034

Jennifer Klein (CRD# 5195718) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 17 years of experience in the finance industry.

23
Keith R. Klein
CRD#: 5834991
17 Cowboys Way, Suite 300, Frisco, TX 75034

Keith Klein (CRD# 5834991) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 13 years of experience in the finance industry.

24
Toni H. Lee
CRD#: 4653916
6900 Dallas Parkway, Suite 500, Plano, TX 75024

Toni Lee (CRD# 4653916) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Plano, TX and has over 21 years of experience in the finance industry.

25
Charles A. Loretto
CRD#: 5483295
6900 Dallas Parkway, Ste 500, Plano, TX 75024

Charles Loretto (CRD# 5483295) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Plano, TX and has over 16 years of experience in the finance industry.

26
Scott A. Lyle
CRD#: 6978338
17 Cowboys Way, Suite 300, Frisco, TX 75034

Scott Lyle (CRD# 6978338) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 5 years of experience in the finance industry.

27
Paul D. Lyons
CRD#: 4900585
17 Cowboys Way, Suite 300, Frisco, TX 75034

Paul Lyons (CRD# 4900585) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 22 years of experience in the finance industry.

28
Kaitlin E. Mitchell
CRD#: 6699662
17 Cowboys Way, Suite 300, Frisco, TX 75034

Kaitlin Mitchell (CRD# 6699662) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 7 years of experience in the finance industry.

29
Sarah K. Oliver
CRD#: 7025519
17 Cowboys Way, Suite 300, Frisco, TX 75034

Sarah Oliver (CRD# 7025519) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 5 years of experience in the finance industry.

30
Brad R. Sanders
CRD#: 3081346
17 Cowboys Way, Suite 300, Frisco, TX 75034

Brad Sanders (CRD# 3081346) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 22 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 7 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.