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Clay William Walter

Truist Investment Services, Inc.

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About Clay William Walter

Clay William Walter is a financial advisor who has been in the industry since August 1982. Clay is currently registered with Truist Investment Services, Inc. Clay is a registered representative with FINRA and a Registered Investment Advisor in 53 states. Clay is a highly experienced financial advisor with a strong track record of success. Clay has held previous positions with BB&T SECURITIES, LLC, SCOTT & STRINGFELLOW, LLC, WHEAT, FIRST SECURITIES, INC., DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, KIDDER, PEABODY & CO. INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Clay Walter is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

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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Clay Walter’s Registration & Firm History

VA

02/17/2021 - Present

Truist Investment Services, Inc. (RICHMOND VA)

VA

02/23/2021 - 06/29/2021

BB&T SECURITIES, LLC (RICHMOND VA)

VA

01/02/2013 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

VA

05/21/1993 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (RICHMOND VA)

NC

12/01/1989 - 05/26/1993

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

NJ

08/04/1983 - 12/02/1989

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NA

10/15/1984 - 09/20/1985

KIDDER, PEABODY & CO. INCORPORATED

NA

08/26/1982 - 08/01/1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

BC

Issued 08/27/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/31/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/11/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clay William Walter.
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