Towers Watson Investment Services, Inc.

Towers Watson Investment Services, Inc. (CRD# 110473) is a financial advisory firm headquartered in Arlington, VA. They manage $63,288,614,312 in 87 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    63,289
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $727,455,337
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TX, VA, WA

Financial Advisors at Towers Watson Investment Services, Inc.
Showing 1 - 10 of 27 top financial advisors.
1
Dakota L. Burke
CRD#: 6921080
5 Concourse Parkway - 18th Floor, Atlanta, GA 30328

Dakota Burke (CRD# 6921080) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

2
Matthew J. Herrmann
CRD#: 6933883
101 S. Hanley, Saint Louis, MO 63105

Matthew Herrmann (CRD# 6933883) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Saint Louis, MO and has 1 year of experience in the finance industry.

3
Cole M. Jacobs
CRD#: 6933878
5 Concourse Parkway, 18th Floor, Atlanta, GA 30328

Cole Jacobs (CRD# 6933878) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

4
Christy M. Loop
CRD#: 4634606
5 Concourse Parkway, 18th Floor, Atlanta, GA 30022

Christy Loop (CRD# 4634606) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Atlanta, GA and has over 19 years of experience in the finance industry.

5
Beau M. Morrison
CRD#: 6751132
3600 Lenox Road Ne, Suite 900, Atlanta, GA 30326

Beau Morrison (CRD# 6751132) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

6
Jonathan D. Pliner
CRD#: 7111553
200 Liberty Street, 6th Floor, New York, NY 10281

Jonathan Pliner (CRD# 7111553) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in New York, NY and has 1 year of experience in the finance industry.

7
Kipp A. Reck
CRD#: 3215532
5 Concourse Parkway, 18th Floor, Atlanta, GA 30328

Kipp Reck (CRD# 3215532) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Atlanta, GA and has over 22 years of experience in the finance industry.

8
Michael J. Thomas
CRD#: 6865702
5 Concourse Parkway, 18th Floor, Atlanta, GA 30328

Michael Thomas (CRD# 6865702) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

9
Debra K. Woida
CRD#: 5624607
191 North Wacker Drive, Suite 2100, Chicago, IL 60606

Debra Woida (CRD# 5624607) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

10
Elizabeth M. Ashmore
CRD#: 7244548
101 S Hanley Rd, Ste 900, Clayton, MO 63105

Elizabeth Ashmore (CRD# 7244548) is an Investment Advisor Representative working at Towers Watson Investment Services, Inc. in Clayton, MO and has 1 year of experience in the finance industry.

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