Shawn Watts (CRD# 7482630) is an Investment Advisor Representative working at Modern Financial in Colorado Springs, CO and has 1 year of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| True Lending New Mexico, LLC | Albuquerque, NM | Aug 2023 - Current | < 1 |
| Home Authority Real Estate, LLC | Albuquerque, NM | Jul 2023 - Current | 1 |
| Modern Financial, LLC | Colorado Springs, CO | Feb 2023 - Current | 1 |
| Modern Financial Asset Management, LLC | Colorado Springs, CO | Jan 2023 - Current | 1 |
| Squadbay Living LLC | San Antonio, TX | Jun 2017 - Current | 7 |
| Mutual Of Omaha Insurance Company | Colorado Springs, CO | Jul 2022 - Jan 2023 | < 1 |
| Mutual Of Omaha Investor Services | Colorado Springs, CO | Jul 2022 - Jan 2023 | < 1 |
| First Command Financial Services | Fort Worth, TX | Dec 2021 - Jun 2022 | < 1 |
| United States Marine Corps | Yorktown, VA | May 2006 - Jun 2022 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- CO
- TX
- VA
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts271ACCOUNTS
-
Average Account Value$72,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, NM, TX, VA
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