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CFP

Andrew Watts

Cetera Investment Advisers LLC
22 Years of Experience
Richardson, TX
Broker
View SEC Summary
View SEC Summary

Andrew Watts is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Richardson, TX, with 22 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10458 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

Richardson, TX

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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
Cetera Wealth Services, LLC
September 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Cetera Financial Specialists LLCBroker
April 2025 - Present · 1 yr 6 mos
Cetera Financial Specialists LLC
April 2025 - Present · 1 yr 6 mos
Avantax Planning Partners, INC.
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Avantax Advisory Services
September 2004 - September 2025 · 21 yrs
Avantax Investment Services, INC.Broker
May 2004 - September 2025 · 21 yrs 4 mos
State Registrations8 states
CACOCTILMNNYTXVA
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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