Jeffrey Walls
Jeffrey Walls is a registered investment advisor at Cetera Investment Advisers LLC, based in Warr Acres, OK, with 26 years of industry experience. Jeffrey 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
5560 NW 72 St Bldg A, Warr Acres, OK, 73132
Get directionsHistory
Regulatory History
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
Jeffrey is an independent insurance agent with Apex Financial Solutions since 1996, selling fixed annuities, life/accident/health, and long-term care, dedicating about 10-20% of his time. He is also a partner in Walls to Walls, Inc., subletting residential corporate housing units, and has ownership stakes in Walls Asset Management, LLC and 72 Street Property Group, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
LPL Financial LLCBroker
Ibc InvestmentsBroker
Walnut Street Securities, INC.Broker
Capital Analysts, IncorporatedBroker
The (wilson) Williams Financial GroupBroker
Umb Scout Brokerage Services, INC.Broker
State Registrations15 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.