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Eric Marshall Walton

Westwind Capital

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About Eric Marshall Walton

Eric Walton is an investment advisor representative at Westwind Capital. Eric has been in the industry since 2002, and holds a Series 7 and Series 66 license. Eric is registered with the states of Colorado, New Mexico and Texas. Westwind Capital is a registered investment advisor with the SEC and has offices in Las Cruces, New Mexico. The firm specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles.

Firm Information

Eric Walton is currently registered with Westwind Capital. Westwind Capital is an investment advisor registered with the SEC. They are located in LAS CRUCES, NM and have 5 investment advisor representatives. Westwind Capital provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. They also manage assets for pension plans and charitable organizations.
Westwind Capital

1800 S. TELSHOR

LAS CRUCES, NM 88011

$715.15M

Assets Under Management

7

Total Clients

6

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Eric Walton’s Registration & Firm History

NM

04/17/2006 - Present

Westwind Capital (LAS CRUCES NM)

NM

08/19/2002 - 09/30/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (LAS CRUCES NM)

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Licenses & Designations

BOTH

Issued 02/12/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Marshall Walton.
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