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Charles Arnold Loretto

Cain, Watters & Associates, LLC

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About Charles Arnold Loretto

Charles Arnold Loretto is an Investment Advisor Representative associated with Cain, Watters & Associates, LLC. Charles has been in the industry since 2001 and is registered in Texas. Charles holds a Series 65 license. Charles has a minority ownership interest in Tectonic Financial, Inc., a publicly traded entity that owns the following financial industry affiliates: Tectonic Advisors LLC; HWG Insurance Agency, LLC; Sanders Morris Harris LLC; and T Bank, N.A. Charles also maintains an ownership interest in each of three entities related to Cain, Watters & Associates, LLC; National Dental Placements, LLC, Best New Patients, LLC and Elite Dental Alliance. These entities provide additional services or referrals related to clients' business or industry.

Firm Information

Charles Loretto is currently registered with Cain, Watters & Associates, LLC. Cain, Watters & Associates, LLC is an investment advisor based in FRISCO, TX. The firm offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They manage approximately $3.54 billion in assets for 9,075 clients, including high-net-worth individuals, individuals other than high-net-worth, and trustees for pension plans. The firm also participates in wrap fee programs.
Cain, Watters & Associates, LLC

17 COWBOYS WAY, SUITE 300

FRISCO, TX 75034

$3.54B

Assets Under Management

750

Total Clients

67

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Loretto’s Registration & Firm History

TX

01/25/2008 - Present

Cain, Watters & Associates, LLC (PLANO TX)

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Licenses & Designations

IA

Issued 11/21/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Arnold Loretto.
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