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Bill Jack Walton

Accelerated Wealth Advisors LLC

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About Bill Jack Walton

Bill Walton is an Investment Advisor Representative associated with Accelerated Wealth Advisors LLC. Bill has been a Registered Investment Advisor since 2013 and is licensed in 10 states. Bill is dedicated to providing financial planning and portfolio management for individuals. Bill is also a Managing Member of Accelerated Wealth, LLC. Accelerated Wealth, LLC is a financial services firm that provides a variety of services, including insurance sales and business strategies.

Firm Information

Bill Walton is currently registered with Accelerated Wealth Advisors LLC. Accelerated Wealth Advisors LLC is an investment advisor headquartered in Colorado Springs, Colorado. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pooled investment vehicles. They manage approximately $216,898,385 in assets and have 7 licensed agents, 4 investment advisor representatives, and 4 investment advisory functions.
Accelerated Wealth Advisors LLC

13570 MEADOWGRASS DR.

COLORADO SPRINGS, CO 80921

$216.90M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Bill Walton’s Registration & Firm History

CO

03/20/2015 - Present

Accelerated Wealth Advisors LLC (COLORADO SPRINGS CO)

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Licenses & Designations

IA

Issued 06/18/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bill Jack Walton.
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