Brion Walters is a ChFC-designated registered investment advisor, based in Bonita Springs, FL, with 22 years of industry experience.
Location
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL, 34134
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brion is an insurance agent since 2018, selling insurance and annuity products. This activity takes up all of Brion's time, including during security hours.
Employment History
Previous Registrations
Portfolio Medics, LLC
November 2019 - December 2025 · 6 yrs 1 mo
Horter Investment Management, LLC
January 2017 - October 2019 · 2 yrs 9 mos
State Farm Vp Management CORP.Broker
June 2005 - December 2016 · 11 yrs 6 mos
Key Capital Markets, INC.Broker
April 1996 - May 1998 · 2 yrs 1 mo
State Registrations1 state
OH
Advisor
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Exams
No exam information available for this advisor.