AW
CFP · ChFC
AW
CFP · ChFC

Anthony Lester Watts

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
206 advisors
Number of Clients
15,631 clients
Average Client Portfolio
$653K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
Loading...

Location

5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony is an insurance agent at Highland Rim Wealth Management, dedicating a few hours per week to selling insurance products and providing advice. He is also a partner in Watts Family Partnership, investing in storage units, and holds board positions at Gospel Believers and Kenya Care, and Tullahoma Noon Rotary, spending minimal time on each.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
May 2025 - Present · 9 mos
Kestra Investment Services, LLCBroker
May 2025 - Present · 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2019 - May 2025 · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2019 - May 2025 · 5 yrs 9 mos
State Registrations10 states
AKALFLGAHIMONJSCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Lester Watts - Financial Advisor | TrueAdvisor