Dustin Watts (CRD# 7038627) is an Investment Advisor Representative working at Team Wealth & Tax Advisors in Temecula, CA and has 1 year of experience in the finance industry. Dustin Watts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2066720
Osaic Wealth, Inc.
CRD# 5440273
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Team Financial Group, Llc Dba Team Wealth & Tax Advisors | Temecula, CA | May 2020 - Current | 4 |
| Team Financial Group, Llc Dba Team Financial & Insurance Service | Temecula, CA | May 2020 - Current | 4 |
| Team Financial Group, LLC | Temecula, CA | Oct 2016 - Current | 7 |
| Ae Wealth Management, LLC | Topeka, KS | Oct 2018 - Oct 2020 | 2 |
| Chase Bank | Wildomar, CA | Mar 2012 - Oct 2016 | 4 |
- CA
- TX
-
Total Assets Under Management147MILLIONS
-
Total Number of Accounts625ACCOUNTS
-
Average Account Value$235,546
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
CA, FL, ID, TX
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