WC
CFP
WC
CFP

Walter Cash

43 Years of Experience
Longview, TX
Broker

Walter Cash is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Longview, TX, with 43 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2103 Judson Rd Suite B, Longview, TX, 75605

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Walter is an investment committee member at Jefferson Regional Medical Center and a board member at Moonlight Bay Property Association, dedicating minimal time to each. He also owns 100% of Cash Wealth Management LLC and 50% of Twin Lakes Tennis, a tennis membership facility, spending a few hours per week on the latter.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2022 - Present · 4 yrs 3 mos
Wells Fargo Advisors
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2022 · 14 yrs 3 mos
Wells Fargo Clearing Services, LLC
January 2008 - April 2022 · 14 yrs 3 mos
A. G. Edwards & Sons, INC.
January 1992 - January 2008 · 16 yrs
A. G. Edwards & Sons, INC.Broker
August 1987 - January 2008 · 20 yrs 5 mos
Dean Witter Reynolds INC.Broker
March 1983 - August 1987 · 4 yrs 5 mos
State Registrations13 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Walter Cash - Financial Advisor | TrueAdvisor