Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brion? Claim Your ProfileBrion Walters is a financial advisor with over 20 years of experience in the industry. Brion is currently registered with Portfolio Medics, LLC and has a Series 6, Series 7, and Series 63 license. Brion holds the Chartered Financial Consultant designation. Brion has been affiliated with several firms throughout their career, including State Farm VP Management Corp. and Key Capital Markets, Inc. Prior to joining Portfolio Medics, LLC Brion was an agent for Horter Financial Strategies, LLC. Brion provides a variety of financial services, including financial planning, portfolio management for individuals, and selection of other advisors. Brion's focus is on helping individuals achieve their financial goals through personalized financial planning and investment strategies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
11/01/2019 - Present
Portfolio Medics, LLC (BONITA SPRINGS FL)
IL
06/27/2005 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OH
04/03/1996 - 05/06/1998
KEY CAPITAL MARKETS, INC. (CLEVELAND OH)
BC
Issued 06/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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