Preston David Watts
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
ChFC®Designation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCMar 2026 to now
- U.S. Bancorp Advisors, LLCFeb 2026 to Mar 2026
- U.S. Bancorp Investments, Inc.Dec 2023 to Feb 2026
- Charles Schwab & Co., Inc.May 2023 to Dec 2023
- Charles Schwab Bank, SsbMay 2023 to Dec 2023
- Fidelity InvestmentsMar 2022 to May 2023
- JP Morgan Chase Bank, N.A.Sep 2019 to Mar 2022
- JP Morgan Securities, LLCSep 2019 to Mar 2022
- Charles Schwab & Co., Inc.Aug 2015 to Aug 2019
- Charles Schwab BankAug 2015 to Aug 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2642212
- Firm CRD
- 6413