Financial ADVSR advisor directory · SEC adviser records
Watts Gwilliam & Company, LLC financial advisors in Gilbert, AZ
Every SEC-registered investment adviser representative at a Watts Gwilliam & Company, LLC office in Gilbert, A to Z.
The short answer
9 registered advisors work at Watts Gwilliam & Company, LLC in Gilbert, out of 9 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Watts Gwilliam & Company, LLC advisors in Gilbert, A to Z
Every Watts Gwilliam & Company, LLC advisor →- Benjamin CooperInvestment adviser rep
- Jeffrey A. FryerInvestment adviser rep
- Daniel B. Gwilliam Jr.Investment adviser rep
- Kimball E. GwilliamInvestment adviser rep
- Jonathan M. VestInvestment adviser rep
- David B. WattsInvestment adviser rep
- Jeffrey S. WattsInvestment adviser rep
- Matthew C. WillettInvestment adviser rep
- Zhenhua YuanInvestment adviser rep
Watts Gwilliam & Company, LLC advisors in every city and state →Watts Gwilliam & Company, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Gilbert
All Gilbert advisors →Morgan Stanley 132Merrill Lynch, Pierce, Fenner & Smith Incorporated 62Edward Jones 27Strategic Advisers LLC 19Wells Fargo Clearing Services, LLC 17Ameriprise Financial Services, LLC 15LPL Financial LLC 14Cetera Investment Advisers LLC 9J.P. Morgan Securities LLC 9State Farm Investment Management Corp. 7Seros Wealth Partners 6Wells Fargo Advisors Financial Network, LLC 6
Questions
How many financial advisors does Watts Gwilliam & Company, LLC have in Gilbert?
9 investment adviser representatives are registered at Watts Gwilliam & Company, LLC offices in Gilbert, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Watts Gwilliam & Company, LLC one of the largest advisor employers in Gilbert?
Watts Gwilliam & Company, LLC ranks number 10 in Gilbert by registered advisors; Morgan Stanley has the most, with 132.
How do I check a Watts Gwilliam & Company, LLC advisor in Gilbert?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Watts Gwilliam & Company, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.