Dan Charles Wicker
Investment adviser representative at Cain, Watters & Associates, LLC
18 yearsExperience
2 statesRegistered in
PFSDesignation
$5BFirm 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
18 years in the industry.
- Cain, Watters & Associates, P.L.L.C.Jan 2008 to now
- Cain, Watters & Associates, LLCJan 1999 to now
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Cain, Watters & Associates, LLC
$5BAssets managed
3,397Clients
74Advisers
35 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
- 3175391
- Firm CRD
- 111521