Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Walton is a financial advisor with over 12 years of experience in the industry. Steven currently works for Hightower Advisors, LLC, a firm with over 130 Billion dollars in assets under management. Steven’s previous experience includes working for Guidestone Financial Services and Edward Jones. Steven is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Steven specializes in financial planning, portfolio management, and pension consulting. Steven serves a diverse clientele, including individuals, corporations, charitable organizations, and insurance companies.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
10/21/2020 - Present
Hightower Advisors, LLC (Dallas TX)
TX
12/16/2010 - 08/03/2020
GUIDESTONE FINANCIAL SERVICES (DALLAS TX)
TX
07/21/2008 - 03/01/2010
EDWARD JONES (ALLEN TX)
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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