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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 Douglas Wilson is a financial advisor with Fisher Investments, a firm with offices in PLANO, TX. Walter Douglas Wilson has been in the industry since 2012. Walter Douglas Wilson has a Series 7, Series 66 and Series 3 license. Walter Douglas Wilson specializes in providing financial advice to high-net-worth individuals and families, investment companies, and corporations. Walter Douglas Wilson has experience working with clients of various types, including insurance companies, investment companies, charitable organizations, and other investment advisors. The firm provides financial planning and portfolio management services. They also offer educational seminars and market timing services. Walter Douglas Wilson has previously been employed by RAYMOND JAMES & ASSOCIATES, INC., TD AMERITRADE, INC., SCOTTRADE, INC., and OPTIONSXPRESS, INC.
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.
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.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/17/2021 - Present
Fisher Investments (PLANO TX)
TX
10/01/2019 - 03/31/2021
RAYMOND JAMES & ASSOCIATES, INC. (EL PASO TX)
TX
02/26/2018 - 09/11/2019
TD AMERITRADE, INC. (ELPASO TX)
TX
07/22/2013 - 02/26/2018
SCOTTRADE, INC. (ELPASO TX)
TX
08/28/2012 - 07/22/2013
OPTIONSXPRESS, INC. (EL PASO TX)
BOTH
Issued 03/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2013
Series 3 - National Commodity Futures Examination
BC
Issued 08/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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