Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Bishop Lunsford is a financial advisor with over 30 years of experience in the industry. Walter is currently registered with Waverly Advisors, LLC, a firm that provides investment advice to a variety of clients, including individuals, businesses, and charitable organizations. Previously, Walter was registered with Raymond James & Associates, Inc. and Advest, Inc. Walter holds the Series 65, Series 63, Series 31, Series 7, and SIE licenses. Walter is also a President/CEO of 9258 Wealth Management.
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.
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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2
OH
10/22/2024 - Present
Waverly Advisors, LLC (CINCINNATI OH)
OH
01/02/2019 - 01/30/2019
PURSHE KAPLAN STERLING INVESTMENTS (Cincinnati OH)
OH
11/10/2005 - 12/31/2017
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
CT
02/09/2001 - 12/08/2005
ADVEST, INC. (HARTFORD CT)
NJ
08/14/2000 - 02/27/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/06/1994 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
OH
10/04/1991 - 09/14/1994
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NA
03/23/1984 - 10/04/1991
GRADISON & COMPANY INCORPORATED
IA
Issued 06/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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