AdFi
KE

Kimball E Gwilliam

Investment Adviser Representative at WATTS GWILLIAM & COMPANY, LLC

Gilbert, AZCRD #7816789Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Arizona
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/28/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Source

Watts Gwilliam & Company, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WATTS GWILLIAM & COMPANY, LLCCurrent
10/18/2023Gilbert, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WATTS GWILLIAM & COMPANY, LLC

8 other advisors in the directory

View WATTS GWILLIAM & COMPANY, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kimball E Gwilliam has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Kimball E Gwilliam - Financial Advisor in Gilbert, AZ | AdvisorFinder