RW
CFP
RW
CFP

Robert Walters

33 Years of Experience
Abingdon, VA
Broker

Robert Walters is a CFP-designated registered investment advisor, based in Abingdon, VA, with 33 years of industry experience.

Location

143 West Main St., Abingdon, VA, 24210

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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

Robert is a board member of the Barter Theatre Foundation and on the financial committee for Johnston Memorial Hospital, dedicating minimal time to each. He is also a Foundation Trustee for VA Highlands Community College Educational Foundation, Inc. and President of the Barter Theatre Foundation Board of Trustees, spending a few hours per week on the latter.

Employment History
Current Registrations
Cary Street Partners
July 2009 - Present · 17 yrs 2 mos
Cary Street PartnersBroker
July 2009 - Present · 17 yrs 2 mos
Previous Registrations
Banc of America Investment Services, INC.
January 1998 - August 2009 · 11 yrs 7 mos
Banc of America Investment Services, INC.Broker
January 1998 - August 2009 · 11 yrs 7 mos
NationssecuritiesBroker
October 1993 - January 1998 · 4 yrs 3 mos
Nomura Securities International, INC.Broker
November 1992 - September 1993 · 10 mos
State Registrations28 states
AKAZCACODCFLGAILKYLAMAMDMEMINCNDNHNMNYOHSCTNTXUTVAWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Walters - Financial Advisor | TrueAdvisor