Timothy
Watters

Watters Financial Services, LLC

CRD#1454057
Investment Advisor
in Paramus, NJ

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About this Advisor

Timothy Watters is a financial advisor based in Paramus, New Jersey, working with Watters Financial Services, LLC. Timothy has previously held a position at Watters Financial Services, LLC. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Timothy is part of Watters Financial Services, LLC, which operates out of Paramus, New Jersey. The firm has 3 employees and manages assets totaling $178.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Watters Financial Services, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

16 Arcadian Avenue Suite C4
Paramus, NJ 07652-1291

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Watters Financial Services, LLC Brokerage Details

Total Assets Under Management

$178,107,304

NJ Average: $10,121,009,343
Total Number of Employees

3

NJ Average: 92
Total Number of Accounts

416

NJ Average: 6,978
Average Account Size

$428,143

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Timothy Watters Work History

1986 - Present (39 years)

Watters Financial Services, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Timothy Watters 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 Watters Financial Services, LLC

Colin Watters
Paramus, NJ
Timothy Watters
Paramus, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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