Walter Reed (CRD# 7373130) is an Investment Advisor Representative working at Lpl Financial LLC in San Angelo, TX and has over 2 years of experience in the finance industry.
CRD# 6237094
Spc
CRD# 2454397
Raymond James Financial Services Advisors, Inc.
CRD# 5681564
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Spring, TX | Nov 2021 - Current | 2 |
| First Legacy Wealth Management | San Angelo, TX | May 2021 - Current | 2 |
| Self Employed | Spring, TX | Jun 2019 - Current | 4 |
| Exxonmobil | Spring, TX | Jun 2018 - Feb 2021 | 2 |
| University Of Houston | Houston, TX | Jul 2016 - May 2018 | 1 |
| Geokinetics | Houston, TX | May 2017 - Aug 2017 | < 1 |
| San Angelo Christian Academy | San Angelo, TX | Sep 2015 - May 2016 | < 1 |
| Self Employed | San Angelo, TX | Jun 2013 - May 2016 | 2 |
| Angelo State University | San Angelo, TX | Aug 2012 - May 2016 | 3 |
| Ambleside School Of San Angelo | San Angelo, TX | Aug 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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