David Giles Forbess
Investment adviser representative at Cain, Watters & Associates, LLC
10 yearsExperience
2 statesRegistered in
$5BFirm assets
35 yearsFirm in business
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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
10 years in the industry.
- Cain, Watters & Associates, LLCJun 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
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
- 6503353
- Firm CRD
- 111521