linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Bruce Watts

Watts Gwilliam & Company, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Bruce Watts

David Bruce Watts is an investment advisor representative. Watts has been in the industry for over 25 years and has been registered with Watts Gwilliam & Company, LLC since June 2004. David has a Series 7 and Series 66 registration. David's experience includes providing financial planning, portfolio management, and selection of other advisors. David has experience serving high net worth individuals, charitable organizations, pooled investment vehicles and pension and profit-sharing plans.

Firm Information

David Watts is currently registered with Watts Gwilliam & Company, LLC. Watts Gwilliam & Company, LLC is an investment advisor registered with the SEC. Based in Gilbert, Arizona, the firm offers financial planning, portfolio management services for individuals, businesses, and pooled investment vehicles, and selection of other advisers. The firm manages over $818 million in assets for a total of 1,152 clients.
Watts Gwilliam & Company, LLC

2730 S. VAL VISTA DR.

GILBERT, AZ 85295

$818.90M

Assets Under Management

Not reported

Total Clients

9

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Watts’s Registration & Firm History

AZ

06/17/2004 - Present

Watts Gwilliam & Company, LLC (GILBERT AZ)

NY

08/14/1998 - 06/02/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if David Bruce Watts is right for you?

Licenses & Designations

BOTH

Issued 10/05/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 08/03/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Bruce Watts.
Not sure if David Bruce Watts is right for you?