Sally Witt is a CFP, ChFC-designated registered investment advisor, based in League City, TX, with 32 years of industry experience.
Location
League City, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sally is a registered investment advisor at Witt Wealth Planning, dedicating about 10-20% of her time to financial and investment planning. She also holds positions at Council of Business Women, Everybody's Place, and 2T17 Hunter Landon Witt Foundation, spending minimal time on each.
Employment History
Current Registrations
Securities Management & Research, INC.Broker
Bfc Planning, INC.
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Afs Brokerage, INC.Broker
First Fund Distributors, INC.Broker
Securities Management & Research, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.