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Walter Samuel Lapovich

Capital Synergy Partners

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About Walter Samuel Lapovich

Walter Samuel Lapovich is a financial advisor with over 30 years of experience in the industry. Walter is currently registered with Capital Synergy Partners, Inc. and is active in both the Broker-Dealer and Investment Advisor capacity in the state of California. Walter specializes in providing financial planning, portfolio management for individuals, and selecting other advisors for clients. Walter has a strong track record of providing personalized and comprehensive financial advice to individuals and families. Walter holds the Series 6, Series 63, and Series 65 licenses and is a Certified Financial Planner.

Firm Information

Walter Lapovich is currently registered with Capital Synergy Partners. Capital Synergy Partners is a corporation formed in 1999 and registered with the SEC and in all 50 states. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $89.1 million in assets for 386 clients.

$89.11M

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Csp receives third party referral, selection & monitoring fees

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Walter Lapovich’s Registration & Firm History

CA

08/21/2024 - Present

Capital Synergy Partners (TORRENCE CA)

CA

07/08/2005 - 12/31/2011

FINANCIAL WEST GROUP (TORRANCE CA)

NJ

04/10/1989 - 07/11/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

NJ

04/10/1989 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 02/22/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Walter Samuel Lapovich.
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