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Marci Watters

11 Years of Experience
Homewood, AL
BrokerSells Insurance

Marci Watters is a registered investment advisor at Wells Fargo Advisors, based in Homewood, AL, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

600 University Park Place, Suite 130 & 175, Homewood, AL, 35209

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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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Other Business ActivitiesSells Insurance

Marci has 50% ownership in The Wealth Advisors of the Gulf Coast Inc., dedicating full-time hours to it, and receives trail commissions from several healthcare companies. Marci also has 100% ownership in Marci Simmons Watters, Inc., but dedicates no time to it.

Employment History
Current Registrations
Wells Fargo Advisors
April 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2016 - April 2022 · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
February 2015 - April 2022 · 7 yrs 2 mos
State Registrations6 states
ALFLMSNMTNTX
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.
Marci Watters - Financial Advisor | TrueAdvisor