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Devin Patrick Watts

Devin P. Watts

NECTARINE
Clovis, CA
Some features on this profile are disabled
CRD#: 7005109
Devin Patrick Watts

Professional summary

Devin Patrick Watts, CFP®, who also goes by Devin Watts, is a registered financial advisor currently at NECTARINE located in Clovis, California and FALLBROOK FI located in Clovis, California.

Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Devin has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Devin 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Patrick 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®

Certified Financial Planner

Start date: 2020

Experience

Current

January 14, 2025 - Present

NECTARINE

RIA
CRD#: 327155
Clovis, CA
Current

January 27, 2025 - Present

FALLBROOK FI

RIA
CRD#: 334369
CLOVIS, CA
Past

August 3, 2021 - December 11, 2024

PANORAMIC FINANCIAL

RIA
CRD#: 172396
FRESNO, CA
Past

August 29, 2018 - July 22, 2021

PORTFOLIO ADVISORS, INC.

RIA
CRD#: 106111
FRESNO, CA

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
(1/14/2025)
IAR
Texas
(1/14/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/29/2018
Uniform Investment Adviser Law Examination

Current Firm

FF
FALLBROOK FI
FALLBROOK FI | WATTS, DEVIN P | FALLBROOK FI LLC

CRD#: 334369 / SEC#:

California
Registered Investment Advisory firm - (1/27/2025 Approved)
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Contact information

Main Address
Clovis, CA
Mailing Address
Phone number
(559) 776-8656
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts32
AUM (Assets Under Management)$ 786,036

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

FALLBROOK FI

CRD#: 334369Clovis, CA

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