Years of Experience
5-20+ Years
NEWPORT BEACH, CA
38 Years Experience
2 Disclosures
ADVISOR BIO
Wallace Hommerding is a financial advisor with over 30 years of experience in the financial services industry. Wallace Hommerding is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Wallace Hommerding previously held positions at Prudential Securities Incorporated, Paine Webber Incorporated, Kidder, Peabody & Co. Incorporated, and Lehman Brothers Inc. Wallace Hommerding has a wide range of experience in the financial services industry, including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
SPECIALIZATIONS
ANAHEIM, CA
21 Years Experience
2 Disclosures
ADVISOR BIO
Wally Luciano is an investment advisor representative with Wells Fargo Clearing Services, LLC. Wally has been in the industry since November 2003 and is registered to provide investment advice in multiple states. Wally has passed the Series 3, 7, 9, 10, 31 and 66 exams. Wally specializes in providing portfolio management for individuals and businesses. Wally is also experienced in providing investment consulting services to institutional clients. Wally has held previous roles with UBS Financial Services Inc.
SPECIALIZATIONS
ELK GROVE, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Wally Luu is an investment advisor representative with Wells Fargo Clearing Services, LLC. Wally has been in the financial services industry since 2003 and has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Wally is registered with FINRA and the state of California. Wally provides investment consulting services to institutional clients.
SPECIALIZATIONS
SHERMAN OAKS, CA
39 Years Experience
0 Disclosures
ADVISOR BIO
Walter Conrad Danheiser is a registered representative with Pruco Securities, LLC since September 10, 1985. Walter is licensed in California, where he has been registered since February 12, 1986. Walter has been in the securities industry since September 9, 1985. Walter has passed the Series 6 and SIE exams. Walter specializes in Investments, Financial Products, Life Insurance, Annuities and Retirement Planning. He is located at 15303 VENTURA BOULEVARD, SUITE 1550 in Sherman Oaks, California.
SPECIALIZATIONS
Walnut Creek, CA
18 Years Experience
0 Disclosures
ADVISOR BIO
Walter Roland Stevenson is a registered representative with Consolidated Portfolio Review Corp. Walter has been in the financial industry since March 11, 2007. Walter has passed the Series 63, Series 66, Series 7 and SIE exams. Walter has been registered with Consolidated Portfolio Review Corp. since September 2024 and with Raymond James & Associates, Inc. since October 2018. Walter has worked for Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association in the past. Consolidated Portfolio Review Corp. is an investment advisor that provides financial planning, portfolio management, and educational seminars to individuals, businesses, and pooled investment vehicles.
SPECIALIZATIONS
EL DORADO HILLS, CA
26 Years Experience
0 Disclosures
ADVISOR BIO
Walter McCurdy is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Walter has been in the industry since 1998 and has worked at Morgan Stanley DW Inc. and Wells Fargo Advisors LLC in the past. Walter holds a Series 7, 31 and 63 securities licenses, a Series 65 investment advisor license and the SIE exam. Walter currently holds active registrations in Arizona, California, Colorado, Idaho, Illinois, Iowa, Kentucky, Maryland, Massachusetts, Nevada, New York, Oregon, Rhode Island, South Carolina, Texas, Virginia and Washington. Walter's firm, Wells Fargo Clearing Services, LLC, is a registered investment advisor with over 1 million clients and $558 Billion in regulatory assets under management.
SPECIALIZATIONS
San Francisco, CA
37 Years Experience
2 Disclosures
ADVISOR BIO
Walter Chaing lay Lim is a financial advisor with over 30 years of experience in the industry. Walter is currently registered with Morgan Stanley in California and Texas, where he offers a range of services including financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Walter was previously registered with CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. In addition to his financial advisory work, Walter is also a rental property owner in Kapolei, Hawaii.
SPECIALIZATIONS
WALNUT CREEK, CA
37 Years Experience
0 Disclosures
ADVISOR BIO
Walter Francis Wellsfry is a financial advisor with over 30 years of experience in the industry. Walter is currently registered with Wells Fargo Clearing Services, LLC and is located in Walnut Creek, California. Walter has held previous roles with Wells Fargo Investments, LLC, AIG Retirement Advisors, Inc., Wachovia Securities, Inc., Salomon Smith Barney Inc., PaineWebber Incorporated, and Lehman Brothers Inc. Walter holds the Series 7, Series 63, and SIE licenses and is registered in multiple states. Walter is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses.
SPECIALIZATIONS
Pasadena, CA
36 Years Experience
3 Disclosures
ADVISOR BIO
Walter Huber is a financial advisor with Western International Securities, Inc., located in Pasadena, California. Walter is a registered representative and investment advisor with a focus on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Walter has been in the financial industry since 1988. Walter is experienced in providing wealth management services to clients in various industries.
SPECIALIZATIONS
ROSEVILLE, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Walter Gallo is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in Roseville, California. Walter has been in the securities industry for 10 years. He is registered in 11 states and holds the Series 63, Series 65, Series 7 and SIE licenses. Walter was previously registered with WELLS FARGO ADVISORS, LLC in Lincoln Hills, California from 12/12/2012 to 11/17/2016.
SPECIALIZATIONS