Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Smith Williams is a registered investment advisor representative associated with Davenport & Co. LLC. Walter Smith Williams has been in the financial industry since August 6, 2019 and holds several professional licenses. Walter Smith Williams is a licensed representative in several states including Arizona, California, District of Columbia, New York, North Carolina, South Carolina, and Virginia. Walter Smith Williams has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Walter Smith Williams offers financial planning, pension consulting and educational seminars.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
07/05/2022 - Present
Davenport & Co. LLC (CHARLOTTESVILLE VA)
NY
08/29/1997 - 06/21/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 07/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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