Douglas
Watts
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Douglas Watts is a financial advisor based out of Glen Allen, Virginia who has 5 years of industry experience. Watts is currently employed by Mutual Of Omaha Investor Services, Inc. Over the course of their career, they have held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Baltimore Life, Mutual Of Omaha Insurance Company and Mutual Of Omaha Investor Services. Watts has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Mutual Of Omaha Investor Services, Inc is an advisory company headquartered in Omaha, NE. The company has offices in 114 locations and a total of 320 financial advisors. It handles $14 million in assets across its 92 client accounts, making it one of the smaller investment advisory firms in the nation by assets under management. The firm advises 10 charities and foundations. Of its 92 accounts, 16% are held by high-net-worth investors who have greater than $1 million in assets. Mutual Of Omaha Investor Services, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely are based on the type of financial services provided. However, fees billed by Mutual Of Omaha Investor Services, Inc likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Douglas Watts Work History
Douglas has been registered as a financial advisor for 5 years.*
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Baltimore Life
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas 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 Mutual Of Omaha Investor Services, Inc
Omaha, NE
Indianapolis, IN
Omaha, NE
Omaha, NE
Omaha, NE
Concord, CA
Omaha, NE
Blue Bell, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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