Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walton? Claim Your ProfileWalton Spencer Lee is a financial advisor with Truist Advisory Services, Inc. located in Atlanta, GA. Walton Spencer Lee has 34 years of experience in the financial services industry. Walton Spencer Lee is licensed in 24 states and has passed the Series 7, Series 63, and SIE exams. Walton Spencer Lee was previously registered with SunTrust Capital Markets, Inc., Morgan Stanley & Co., Incorporated, BT ALEX. BROWN INCORPORATED, ALEX. BROWN & SONS INCORPORATED, and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. Walton Spencer Lee provides financial planning services and portfolio management for individuals and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
GA
09/06/2017 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
09/03/2002 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NY
09/17/1998 - 09/10/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
MD
09/01/1997 - 09/18/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
04/24/1992 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
06/20/1989 - 04/29/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 08/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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