Unclaimed
Brian Alan Watts is a financial advisor in HOUSTON, TX. Brian has over 20 years of experience in the financial industry, having started his career in 1999. Brian currently works at Valic Financial Advisors, Inc. Brian is registered with 51 states and the District of Columbia. Brian's areas of specialization include financial planning, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
10/08/2002 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
02/28/2014 - 08/16/2021
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 06/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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