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50,030 Results
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Walter Scott Chapman is a financial advisor with over 30 years of experience in the financial services industry. Walter is currently registered with RBC Capital Markets, LLC and has been with the firm since 1998. Previously, Walter was a financial advisor at DAIN RAUSCHER INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Walter holds several professional licenses, including Series 3, 7, 9, 10, 63, and 65. Walter also holds a SIE license. Walter is a board member for the Alzheimers Association- Mn/ND Chapter.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Walter Douglas Wilson is a financial advisor with Fisher Investments, a firm with offices in PLANO, TX. Walter Douglas Wilson has been in the industry since 2012. Walter Douglas Wilson has a Series 7, Series 66 and Series 3 license. Walter Douglas Wilson specializes in providing financial advice to high-net-worth individuals and families, investment companies, and corporations. Walter Douglas Wilson has experience working with clients of various types, including insurance companies, investment companies, charitable organizations, and other investment advisors. The firm provides financial planning and portfolio management services. They also offer educational seminars and market timing services. Walter Douglas Wilson has previously been employed by RAYMOND JAMES & ASSOCIATES, INC., TD AMERITRADE, INC., SCOTTRADE, INC., and OPTIONSXPRESS, INC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

PROVIDENCE, RI

experience

41 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Walter Cooper is a financial advisor currently registered with Oppenheimer & Co. Inc.. Walter has been in the industry since 1983 and has worked for UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Walter is licensed to provide financial advice in 16 states including RI, NY, NJ, FL, MA, CT, and more. Walter specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Walter Scott & Partners Limited

location

EDINBURGH

0 Disclosures

ADVISOR BIO

Walter Scott is an investment advisor representative with Walter Scott & Partners Limited. Walter Scott & Partners Limited has its main office in Edinburgh, United Kingdom. Walter Scott has been in the industry since January 1983. Walter Scott is registered in Texas and has an approved registration with the state of Texas.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Walter Hughes Ulrich is a financial professional with over 25 years of experience. Walter is currently registered as a registered representative (RR) and investment advisor representative (IAR) for Vanguard Advisers, Inc. Walter has a broad range of experience in the industry, having previously worked at Liberty Brokerage Inc. in Jersey City, New Jersey. Walter has a strong track record of success in the financial services industry, and is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Alliancebernstein LP

location

Stamford, CT

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Walter Murphy is a financial professional with over 27 years of experience in the industry. He has been registered with the Securities and Exchange Commission since 1995 and is currently associated with Alliancebernstein LP. Walter has held previous positions at CREDIT SUISSE SECURITIES (USA) LLC and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. He is a licensed investment advisor in Connecticut, Florida, New York, and Texas. Walter's areas of expertise include Asset Allocation, Financial Planning, and Portfolio Management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

CHICAGO, IL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Walter Gerard Barr is a financial advisor registered with William Blair and has been in the industry since January 26, 2012. Barr is licensed to provide securities and investment advisory services in Illinois. Barr has passed the Series 3, Series 7, Series 66, and SIE exams. Currently, Walter Gerard Barr is associated with William Blair's Chicago, Illinois branch. The firm offers a range of investment advisory services, including portfolio management, financial planning, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
EQUITY RESEARCH SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

HOUSTON, TX

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Walter Jeffrey Paine is a registered representative with Goldman Sachs & Co. LLC, based in Houston, Texas. Walter has been in the financial services industry since October 29, 2001, and has a diverse background in securities trading and advisory services. He is licensed to conduct business in multiple states and holds several industry certifications, including Series 3, 7, 57TO, and SIE, in addition to the Uniform Combined State Law Examination (Series 66). Walter is also a specialist in various investment products, including stocks, bonds, mutual funds, and options. Walter specializes in working with a range of clients, from individuals to corporations, and provides portfolio management and financial planning services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Dimensional Fund Advisors LP

location

AUSTIN, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Walter Abruzzese is a registered investment advisor representative associated with Dimensional Fund Advisors LP, a registered investment advisor. Walter has been in the securities industry for over 3 years and is currently licensed to provide investment advice in Texas. Walter has passed the Series 7TO, Series 66, and SIE exams. Walter's previous experience includes roles at Ernst & Young LLP and Wiley Rein LLP. Walter is a licensed sports official and is currently active in officiating high school and middle school football games in Austin, Texas.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

FORT WORTH, TX

0 Disclosures

ADVISOR BIO

Walton 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.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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