Watters Financial Services, LLC

Watters Financial Services, LLC (CRD# 126339) is a financial advisory firm headquartered in Paramus, NJ. They manage $108,866,413 in 323 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $337,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, CT, FL, NJ, NY

Financial Advisors at Watters Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy J. Watters
CRD#: 1454057
16 Arcadian Avenue, Suite C4, Paramus, NJ 07652
96
Wealthminder
score

Timothy Watters (CRD# 1454057) is an Investment Advisor Representative working at Watters Financial Services, LLC in Paramus, NJ and has over 32 years of experience in the finance industry. Timothy Watters 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
Colin R. Watters
CRD#: 6153524
16 Arcadian Avenue, Suite C4, Paramus, NJ 07652
93
Wealthminder
score

Colin Watters (CRD# 6153524) is an Investment Advisor Representative working at Watters Financial Services, LLC in Paramus, NJ and has over 4 years of experience in the finance industry. Colin Watters 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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