Walter Pardo
Walter Pardo is a registered investment advisor at Cetera Investment Advisers LLC, based in Liberty Corner, NJ, with 34 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
Firm Size
IM Fee
Assets Under Management
Location
22 Church St, Box 60, Liberty Corner, NJ, 07938
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2013Other Business ActivitiesSells Insurance
Walter is an insurance agent selling insurance products through Avantax Insurance Agency, dedicating a few hours per week. He also manages Private Client Group WFP LLC and is a sole proprietor of WFP Tax Partners L.L.C., focusing on financial and tax planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
R. Seelaus & Co.,inc.Broker
Mclaughlin, Piven, Vogel Securities, INC.Broker
State Registrations20 states
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.