AW
CFP
AW
CFP

Andrew Watts

21 Years of Experience
Broker

Andrew Watts is a CFP-designated registered investment advisor, based in Richardson, TX, with 21 years of industry experience.

Location

Richardson, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 7 mos
Cetera Investment Advisers LLC
September 2025 - Present · 7 mos
Cetera Wealth Services, LLC
September 2025 - Present · 7 mos
Cetera Financial Specialists LLCBroker
April 2025 - Present · 1 yr
Cetera Financial Specialists LLC
April 2025 - Present · 1 yr
Avantax Planning Partners, INC.
March 2021 - Present · 5 yrs 1 mo
Previous Registrations
Avantax Advisory Services
September 2004 - September 2025 · 21 yrs
Avantax Investment Services, INC.Broker
May 2004 - September 2025 · 21 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrew Watts - Financial Advisor | TrueAdvisor