Christopher Walter
Christopher Walter is a registered investment advisor at Wesbanco Securities, INC., based in Rockville, MD, with 32 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 842 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1801 Rockville Pike, Suite 120, Rockville, MD, 20852
Get directionsHistory
Regulatory History (5)
Financial
August 2024Financial
July 2023Judgment / Lien
October 2021Judgment / Lien
April 2019Employment Separation After Allegations
July 2011Other Business Activities
Christopher is a contractor for Allstate as a "Rescuer" since December 2022, helping people with car issues on the road. He works weekends and holidays and is paid per completed activity.
Employment History
Current Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
United Brokerage Services, INCBroker
United Brokerage Services INC
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
M&t Securities, INC.Broker
Keystone Brokerage, LLCBroker
Bgs&g Investment Services, INC.Broker
Keystone Brokerage, INC.Broker
First Maryland Brokerage CorporationBroker
Robert Thomas Securities, INCBroker
Invest Financial CorporationBroker
Guardian Investor Services CorporationBroker
F.N. Wolf & CO., INC.Broker
State Registrations4 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.