advisor profile

Devin Patrick Watts

IAR
devin watts
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Devin Patrick Watts, CFP, who also goes by Devin Watts, is a registered financial advisor at PANORAMIC FINANCIAL ADVICE located in Fresno, California.

Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Devin has worked at 2 firms and has passed the Series 65 exam.

Disclosures
Before working with a financial advisor, it is imperative to see whether or not they have any disclosures and if they do, whether or not you are comfortable with the disclosures that are on their record.
Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
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Advisor Information

ADVISOR PROFILE
Services Offered
Tax Planning
Investment Planning
Education Planning
Comprehensive Financial Planning
Budgeting
Employee and Employer Plan Benefits
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CREDENTIALS
CREDENTIALS (1)
CFP: Certified Financial Planner
Certified Financial Planner
Begin Date: 2020
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (1)
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IAR
California (8/3/2021)
SRO REGISTRATIONS (0)

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYER
RIA
PANORAMIC FINANCIAL ADVICE (#172396)
Fresno, CA
8/3/2021 - Current
PREVIOUS EMPLOYER (1)
RIA
PORTFOLIO ADVISORS, INC. (#106111)
8/29/2018 - 7/22/2021
Fresno, CA
advisor profile
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Devin Patrick Watts

IAR
CFP: Certified Financial Planner
Experience: 5 years / 2 firms
CRD#: 7005109


LOCATION
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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