Gary L. Watts
COPPELL ADVISORY SOLUTIONS LLC | Vice President, Financial Advisor
Walnut Creek, CA
Some features on this profile are disabled
CRD#: 5720912
Professional summary
Gary LYNN Watts, CFP®, who also goes by Gary Lynn Watts, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Walnut Creek, California.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Gary has worked at 10 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Biography
With more than 13 years in the financial sector, Gary brings his extensive knowledge and experience as a wealth advisor and tax planner to Wealth Enhancement Group. Throughout his career, Gary has maintained a commitment to a proactive, forward-looking approach to reducing liability and developing mitigation strategies for his clients.
Gary has a background in public service, having served as a California Army National Guard helicopter pilot and as a lieutenant at the Modesto Police Department.
Outside of the office, Gary enjoys sailing the San Francisco Bay and California coast, often taking in Giants games from the water. When ashore, he loves exploring local hiking trails and tasting the area’s finest wine with his wife, Ednalyn.
Gary will be primarily based in the Walnut Creek and El Cerrito offices and is looking forward to meeting and assisting you soon.
Question & Answer
What are your service offerings?
Retirement Planning
Estate Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Business Succession Planning
Tax Planning
Insurance Planning
Education Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Gary Lynn Watts
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.
Gary Watts sells insurance products and does tax planning through his company, Watts Advisor Tax Planning.
CRS (Client Relationship Summary) - RIA
Click below to view Gary LYNN Watts's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
September 2, 2025 - Present
COPPELL ADVISORY SOLUTIONS LLC
RIA
CRD#: 156549
Walnut Creek, CA
Past
June 30, 2025 - July 2, 2025
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
BD
CRD#: 130139
WALNUT CREEK, CA
Past
July 27, 2022 - June 2, 2025
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
RIA
CRD#: 116407
WALNUT CREEK, CA
Past
July 26, 2022 - June 2, 2025
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
BD
CRD#: 130139
PLYMOUTH, MN
Past
July 15, 2022 - June 30, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
WALNUT CREEK, CA
Past
December 1, 2017 - January 8, 2021
WHITEHALL-PARKER SECURITIES, INC.
BD
CRD#: 10608
SAN RAFAEL, CA
Past
October 18, 2017 - July 19, 2022
MONVIA FINANCIAL L.P.
RIA
CRD#: 165932
Walnut Creek, CA
Past
August 19, 2016 - June 6, 2017
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
WALNUT CREEK, CA
Past
August 19, 2016 - June 6, 2017
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
WALNUT CREEK, CA
Past
January 11, 2016 - July 15, 2016
ALAMO CAPITAL
RIA
CRD#: 26193
WALNUT CREEK, CA
Past
January 11, 2016 - July 15, 2016
ALAMO CAPITAL
BD
CRD#: 26193
WALNUT CREEK, CA
Past
June 28, 2012 - January 20, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
SAN FRANCISCO, CA
Past
June 18, 2012 - January 20, 2016
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SAN FRANCISCO, CA
Past
October 16, 2009 - February 16, 2012
VALLEY WEALTH, INC.
RIA
CRD#: 146324
MODESTO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
RIA
Registered Investment Advisory firm - (2/28/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC
CRD#: 156549 / SEC#: 801-72171
RIA
Registered Investment Advisory firm - (2/28/2011 Approved)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
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019
Mailing Address
Phone number
(817) 888-8020
Established
Firm type
Fiscal year end
# of Employees
77
SEC notice filing (50 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,334 |
| AUM (Assets Under Management) | $ 1,077,958,560 |
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
COPPELL ADVISORY SOLUTIONS LLC
Vice President, Financial AdvisorCRD#: 156549Walnut Creek, CATRUST BUT VERIFY
Monitor Gary Watts
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
