Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Decherd is an Investment Advisor Representative with Simplicity Wealth. Walter has been in the financial services industry since July 1, 2008 and holds a Series 65 license. Walter has also passed the Series 63 exam. Walter's previous employers include R.M.D. Financial Group and Apollo Tax Group. Walter is a licensed insurance agent and owns a fixed insurance business. Walter is also the owner of Apollo Tax Group, a tax preparation business. Walter is an Investment Advisor Representative with Simplicity Wealth.
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.
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.
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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TX
11/16/2022 - Present
Simplicity Wealth (Houston TX)
IA
Issued 10/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2008
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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