Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walton? Claim Your ProfileWalton Worth Rogers is an investment advisor representative with Eagle Strategies LLC. Walton has over 39 years of experience in the financial services industry, specializing in providing investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Walton has a wide range of experience in investment management, financial planning, and portfolio management. He is a Registered Representative and holds the Series 6, 22, 63, and SIE licenses. Walton is also a Chartered Financial Consultant. Walton is a member of the BMW Motorcycles of America Foundation board of directors and is also involved in several other charitable organizations. Walton is dedicated to helping his clients achieve their financial goals.
FERNANDINA BEACH, FL
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.
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.
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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FL
12/31/2023 - Present
Eagle Strategies LLC (FERNANDINA BEACH FL)
BC
Issued 4/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/13/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 1/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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