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Walter Stephen Marbert

Richard Young Associates, Ltd.

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About Walter Stephen Marbert

Walter Marbert is a financial advisor who has been in the industry since 1995. Walter is registered with Richard Young Associates, Ltd. Walter has a diverse background in financial planning, with experience at several firms, including National Planning Corporation, Main Street Securities, LLC, and Jefferson Pilot Securities Corporation. Walter is also a Certified Financial Planner, and provides insurance sales services.

Firm Information

Walter Marbert is currently registered with Richard Young Associates, Ltd.. Richard Young Associates, Ltd. is an investment advisor headquartered in Augusta, GA. They provide financial planning and portfolio management services to individuals and businesses, with a focus on high-net-worth individuals and those seeking retirement planning advice. They also offer educational seminars and have over $837 million in regulatory assets under management.
Richard Young Associates, Ltd.

205 HUDSON TRACE

AUGUSTA, GA 30907

$837.48M

Assets Under Management

Not reported

Total Clients

8

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Walter Marbert’s Registration & Firm History

GA

04/23/2015 - Present

Richard Young Associates, Ltd. (AUGUSTA GA)

GA

11/02/2009 - 01/08/2010

NATIONAL PLANNING CORPORATION (AUGUSTA GA)

GA

06/28/2006 - 11/03/2009

MAIN STREET SECURITIES, LLC (AUGUSTA GA)

GA

06/21/2006 - 06/26/2006

JEFFERSON PILOT SECURITIES CORPORATION (AUGUSTA GA)

GA

04/26/1995 - 06/16/2006

JEFFERSON PILOT SECURITIES CORPORATION (AUGUSTA GA)

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Licenses & Designations

BC

Issued 05/09/1995

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/07/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1997

Series 24 - General Securities Principal Examination

BC

Issued 04/25/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter Stephen Marbert.
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