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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Chown is a financial advisor with over 24 years of experience in the financial services industry. Walter is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, Series 7 and Series 63 licenses. Walter is currently registered with LPL Financial LLC and previously held positions at AVANTAX INVESTMENT SERVICES, INC., 1ST GLOBAL CAPITAL CORP. and SUNTRUST SECURITIES, INC. Walter is also registered as an Investment Advisor Representative in Florida and Texas. Walter offers a variety of services, including financial planning, portfolio management, and consulting. Walter provides investment advisory services to individuals, high-net-worth individuals, corporations, retirement plans and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/08/2024 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
10/25/2019 - 03/09/2024
AVANTAX INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
FL
08/22/2003 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (JACKSONVILLE FL)
GA
03/24/2003 - 08/04/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
GA
05/11/2000 - 12/20/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NC
02/02/1999 - 03/20/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
11/06/1997 - 12/22/1998
MONY SECURITIES CORP. (NEW YORK NY)
WI
12/17/1996 - 09/08/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
12/17/1996 - 09/08/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 09/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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