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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Regal Investment Advisors, LLC 2 months Mar 2017 - May 2017
Wealthcare, LLC 5 years, 5 months Jan 2014 - Present
Wealthcare, LLC 5 years, 5 months Jan 2014 - Present
James River Holdings Corp 2 years, 5 months Jan 2012 - Jun 2014
Professional Entity Management 6 years, 7 months Jun 2008 - Jan 2015
Investment Consulting Group, Inc. 3 years, 4 months Aug 2006 - Dec 2009
Ingram Mill Investments, LLC 13 years, 5 months Jan 2006 - Present
Insurance - Non Variable 13 years, 10 months Aug 2005 - Present
Springfield Property Management 9 years, 7 months Jun 2005 - Jan 2015
Punta Cana Properties 7 years, 9 months Nov 2004 - Aug 2012
Wattswood Farms 17 years, 5 months Jan 2002 - Present
Investment Consulting Group, LLC 10 years, 2 months Oct 1999 - Dec 2009

Designations & Memberships

Membership information not available

Articles and Answers

Insights by James Watts

    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Withdrawing from 401k to pay off a mortage.
    While I don't know your specific situation, in general I don't favor raiding retirement funds to pay off your house. You generally won't be able to replace those funds, and the tax that must be paid beyond the mortgage payoff is so significant as to substantially negatively impact retirement for mos...  (more)
    Answered Dec 2016
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        3
      • as of date
        Mar 13, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        1
      • as of date
        Mar 13, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Wealthcare, LLC

      Last updated on March 1, 2017
        • $10.6M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 126
          Accounts
        • $84.2K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements