Katelyn
Watts
Halbert Hargrove
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About this Advisor
Katelyn Watts is a financial advisor based in Long Beach, California, working with Halbert Hargrove. Katelyn has previously held positions at Stich And Feather Inc, Wesselink And Galvanoni Holding Enterprises, California State University, Long Beach, Trabuco Hills High School, and Halbert Hargrove. Katelyn has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Katelyn is part of Halbert Hargrove, which operates out of Long Beach, California. The firm has 9 offices and 49 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Halbert Hargrove includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Halbert Hargrove Brokerage Details
$3,162,314,796
49
4,434
$713,197
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Katelyn Watts Work History
Halbert Hargrove
Stich And Feather Inc
California State University, Long Beach
Wesselink And Galvanoni Holding Enterprises
Trabuco Hills High School
Disclosures
Please visit the SEC profile of Katelyn Watts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Halbert Hargrove
Long Beach, CA
Long Beach, CA
Long Beach, CA
Long Beach, CA
Long Beach, CA
Long Beach, CA
Long Beach, CA
Long Beach, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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