Waits Investments, LLC

Waits Investments, LLC (CRD# 165785) is a financial advisory firm headquartered in , . They manage $59,000,000 in 148 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.waitsinvestments.com
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $398,649
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
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Waits Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Barry Waits, financial advisor Spokane WA
Barry B. Waits
CRD#: 3075688
Spokane, WA

Barry Waits (CRD# 3075688) is an Investment Advisor Representative working at Waits Investments, LLC in Spokane, WA and has over 25 years of experience in the finance industry.

2
Brady Bishop, financial advisor Spokane WA
Brady R. Bishop
CRD#: 7852727
Spokane, WA

Brady Bishop (CRD# 7852727) is an Investment Advisor Representative working at Waits Investments, LLC in Spokane, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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