LarryWatts- Financial Advisor Little Rock, AR

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About Larry Watts

Watts Wealth Management (WWM) is an independent investment advisory firm, serving clients as a fiduciary. We provide asset management and financial planning services for individuals and families and advisory services for employer-sponsors of 401(k) plans. WWM does not invest in commission products and always acts in the best interest of clients.

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General Information

Firm Start Year

1924

CRD#

1140384

Firm CRD#

127145

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Larry has forty years of experience working in the financial services industry. During the last seven years, his activities have focused exclusively on providing advice and services for individual clients and for employer sponsors of employee 401(k) plans. His prior experience includes advising bank-employed advisors; analytical responsibilities in corporate finance; 20 years providing advice for professional investment managers and analysts in New York City.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFA^®, CPFA

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Assets Managed by Advisor

$35mm

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$200,000

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

1.0-1.25

Education

Master of Business Administration / Bachelor of Science - Business; Finance; Marketing

University of Arkansas
1975 -1982

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Paladin Research Report For:

Larry Watts

Watts Wealth Management