Alan Watts
Alan Watts is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
225 Seven Farms Dr, Ste 300, Charleston, SC, 29492
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2008Customer Dispute
December 2006Regulatory
October 2003Regulatory
April 2002Other Business Activities
Alan is involved in numerous real estate rental properties across multiple states, dedicating minimal time to each. He also owns OC Airventures LLC, L33JETS.COM, Fast & Far LLC, and Little Wing Aviation LLC, and is the CEO of Castle Wealth Management Group.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations21 states
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.