AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EW

Elbert P. Watts

Some features on this profile are disabled
CRD#: 1926463
EW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Elbert Paul Watts, who also goes by Elbert Paul Watts, Paul Watts Jr, was a registered financial professional .

Elbert is a previously registered financial professional and started their career in finance in 1989. Elbert had worked at 8 firms and has passed the Series 63, Series 66, Series 6, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Elbert Paul Watts | Paul Watts Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 13, 2010 - March 9, 2012

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
ALPHARETTA, GA
Past

October 20, 2004 - January 7, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
ALPHARETTA, GA
Past

October 20, 2004 - January 7, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

September 2, 2004 - October 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
ALPHARETTA, GA
Past

September 10, 2003 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

February 12, 2001 - August 29, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

March 10, 1997 - March 7, 2001

STERNE, AGEE & LEACH, INC.

BD
CRD#: 791
BIRMINGHAM, AL
Past

January 27, 1994 - March 21, 1997

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

September 17, 1991 - February 9, 1994

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

March 21, 1989 - August 19, 1991

NATIONSBANC SECURITIES OF GEORGIA, INC.

BD
CRD#: 315

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/14/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/26/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 11/30/1993
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


CC
COUNTRY CAPITAL MANAGEMENT COMPANY
COUNTRY CAPITAL MANAGEMENT COMPANY | COUNTRY INSURANCE & FINANCIAL SERVICES | COUNTRY FINANCIAL

CRD#: 12060 / SEC#: , 8-12645

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1711 General Electric Road, Bloomington, IL 61704
Mailing Address
P.o. Box 2222, Bloomington, IL 61702-2222
Phone number
(309) 821-5228
Established
Illinois since 08/04/1965
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (31 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
COUNTRY LIFE INSURANCE COMPANYSHAREHOLDER
BULL, DAVID BPRINCIPAL OPERATIONS OFFICER5287948
DARMSTAEDTER, GEOFFREY FREDERICKCHIEF COMPLIANCE OFFICER & ANTI-MONEY LAUNDERING COMPLIANCE OFFICER5709185
DODDS, ALAN KEITHVICE PRESIDENT - FINANCE & TREASURER5660784
DUNCAN, BRIAN KEITHCHAIRMAN OF THE BOARD & DIRECTOR6904912
ELLERMAN, DOUGLAS JOSEPHVICE PRESIDENT, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER6096851
FLETCHER, JEREMIAH DEANCHIEF INFORMATION SECURITY OFFICER6970583
FRERICHS, TROY MITCHELLCEO, EXECUTIVE REPRESENTATIVE4133454
GREEN, DENNIS WAYNEDIRECTOR6904908
HARRIS, TIMOTHY JOHNEXECUTIVE VICE PRESIDENT OF AGENCY3155020
MEISS, DAVID LEEDIRECTOR6904884
SCHUTZ, CHAD KENNETHDIRECTOR6904905
VANCE, JENNIFER LYNNGENERAL COUNSEL, SECRETARY & CHIEF LEGAL OFFICER7040592

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

TRUST BUT VERIFY

Monitor Elbert Watts

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics