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KW
CFP
KW
CFP

Kathryn Watts

Benjamin F. Edwards & Company, Incorporated
28 Years of Experience
Metairie, LA
Broker
View SEC Summary
View SEC Summary

Kathryn Watts is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Metairie, LA, with 28 years of industry experience. Kathryn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3510 North Causeway Blvd, Suite 520, Metairie, LA, 70002

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.
March 2017 - Present · 9 yrs 7 mos
Benjamin F. Edwards & Company, Incorporated
March 2017 - Present · 9 yrs 7 mos
Benjamin F. Edwards & Company, INC.Broker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2009 - March 2017 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - March 2017 · 9 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
November 1998 - January 2008 · 9 yrs 2 mos
American Express Financial Advisors INC.Broker
July 1998 - September 1998 · 2 mos
Ids Life Insurance CompanyBroker
July 1998 - September 1998 · 2 mos
State Registrations13 states
ALARFLILLAMOMSNCNYOHTNTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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