Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
NM
04/17/2006 - Present
Westwind Capital (LAS CRUCES NM)
NM
08/19/2002 - 09/30/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (LAS CRUCES NM)
BOTH
Issued 02/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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