WF
CFP
WF
CFP

Walter Fletcher

40 Years of Experience
Cherry Hill, NJ
Broker

Walter Fletcher is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cherry Hill, NJ, with 40 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

112 Haddon Towne Ct Ste 302, Cherry Hill, NJ, 08034

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Walter owns rental property in Medford, NJ, spending minimal time on maintenance and rental activities. He also owns Fletcher Financial Planning, LLC, where he works full-time as a registered representative. Walter is also a successor trustee for a family trust, but spends no time on it currently.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
June 2012 - May 2021 · 8 yrs 11 mos
Summit Brokerage Services, INC.Broker
June 2012 - September 2019 · 7 yrs 3 mos
Woloshin Investment Management, LLC
November 2009 - November 2013 · 4 yrs
J.P. Turner & Company, L.L.C.Broker
April 2009 - June 2012 · 3 yrs 2 mos
Janney Montgomery Scott LLC
August 2005 - April 2009 · 3 yrs 8 mos
Janney Montgomery Scott LLCBroker
July 1987 - April 2009 · 21 yrs 9 mos
Prudential-Bache Securities INC.Broker
December 1985 - August 1987 · 1 yr 8 mos
State Registrations10 states
AZDEFLNCNJNVPASCVAWA
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.