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Charles Richard stansby Walder

Lincoln International LLC

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About Charles Richard stansby Walder

Charles Walder is an Investment Banking Registered Representative with Lincoln International LLC. Charles has been in the industry since January 7, 2013, and has been registered in Illinois, California, New York, and Texas. Charles holds Series 63, Series 79, SIE, and Series 24 licenses. Previously, Charles worked at Duff & Phelps Securities LLC in Chicago, Illinois.

Firm Information

Charles Walder is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

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.

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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Charles Walder’s Registration & Firm History

CA

07/01/2013 - Present

Lincoln International LLC (LOS ANGELES CA)

IL

11/29/2012 - 05/21/2013

DUFF & PHELPS SECURITIES LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/02/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Richard stansby Walder.
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