Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Bond is a financial advisor registered with Beacon Pointe Advisors, LLC. Walter has been working in the financial services industry since 1998. Walter has experience in a variety of financial planning and investment management areas including: portfolio management for individuals and businesses, financial planning, pension consulting, selection of other advisors, publication of periodicals, and educational seminars. Walter is licensed in Louisiana and Texas and offers investment advice to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Walter is also licensed as an insurance agent and provides insurance services through Beacon Pointe Insurance Services, LLC. Walter is committed to helping clients achieve their financial goals through a personalized and comprehensive approach.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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LA
11/30/2020 - Present
Beacon Pointe Advisors, LLC (METAIRIE LA)
LA
11/27/2020 - 06/21/2022
PURSHE KAPLAN STERLING INVESTMENTS (Metairie LA)
LA
05/29/2015 - 11/18/2020
COMMONWEALTH FINANCIAL NETWORK (Metairie LA)
LA
01/16/2004 - 06/05/2015
LPL FINANCIAL LLC (METAIRIE LA)
MO
11/03/1998 - 01/20/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 11/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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