Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walton? Claim Your ProfileWalton Ward is an Investment Advisor Representative at Course 26, LLC. Walton has been in the industry since 2006. Walton has passed the Series 63, 65, and 7 exams. Walton has been registered with the state of Texas since 2015 and Louisiana since 2022. Walton Ward is also involved in the startup venture funds Sidekick Fund LP and Sidekick Fund A LP.
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.
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.
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.
Due diligence fees
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TX
11/20/2015 - Present
Course 26, LLC (FORT WORTH TX)
NY
08/23/2006 - 08/07/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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