Waits Investments, LLC

Waits Investments, LLC (CRD# 165785) is a financial advisory firm headquartered in Spokane, WA. They manage $9,000,000 in 50 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $180,000
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
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.

CA, OR, TX, WA

Financial Advisors at Waits Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Barry B. Waits
CRD#: 3075688
1255 Nw 9th Ave #218, Portland, OR 97201
93
Wealthminder
score

Barry Waits (CRD# 3075688) is an Investment Advisor Representative working at Waits Investments, LLC in Portland, OR and has over 18 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.