Brian Keith Watts
Investment adviser representative at LPL Financial LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- LPL Financial LLCMar 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Mar 2025
- Securities America AdvisorsAug 2019 to Jun 2024
- Securities America, Inc.Aug 2019 to Jun 2024
- Infinitas Coordinated Wealth CouncilJan 2017 to Aug 2019
- Commonwealth Financial NetworkJun 2014 to Sep 2019
- Summit Wealth Advisors, LLCJun 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 5517427
- Firm CRD
- 6413