Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Walters is a financial advisor with over 30 years of experience in the industry. Robert is a Certified Financial Planner™ and has worked with Cary Street Partners since 2009. Robert has a wide range of experience in financial planning, portfolio management, and pension consulting. Robert has held positions at Banc of America Investment Services, Inc., NationsSecurities, and Nomura Securities International, Inc. Robert holds Series 3, 7, 24, 63 and 65 licenses as well as the SIE. Robert is also an active member of the community. He is currently a board member of the Barter Theatre Foundation and serves on the Finance Committee of Johnston Memorial Hospital and the Ballad Investment Health Committee.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing with certain third parties
1
2
VA
07/31/2009 - Present
Cary Street Partners (ABINGDON VA)
VA
01/01/1998 - 08/04/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ABINGDON VA)
NA
10/15/1993 - 01/01/1998
NATIONSSECURITIES
NY
11/03/1992 - 09/10/1993
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
IA
Issued 10/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1993
Series 3 - National Commodity Futures Examination
BC
Issued 10/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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