Carly Nicole Campbell
Investment adviser representative at Cain, Watters & Associates, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Cain, Watters & Associates, LLCJun 2024 to now
- Huselton, Morgan & MaultsbyJan 2023 to May 2023
- The University of Texas At DallasAug 2022 to May 2024
- Collin County SprinklerMay 2021 to Jan 2023
- The University of OklahomaAug 2018 to May 2022
- Dallas Country ClubMay 2018 to Aug 2020
- Independence High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8144664
- Firm CRD
- 111521