Walter Cumiford is a registered investment advisor at LPL Financial LLC, based in Clovis, CA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
536 Woodworth Avenue, Clovis, CA, 93612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter operates Cumiford Wealth Management as a DBA for his LPL business, dedicating about 10-20% of his time. He also owns a sportscards and collectibles business, selling cards on eBay, which takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations18 states
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