Walter Wilson
Walter Wilson is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in West Chester, OH, with 24 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
8050 Beckett Center Dr, Ste 303, West Chester, OH, 45069-5022
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
Walter operates Templeton Creek Wealth Management as a DBA for his LPL business, dedicating about a quarter of his time. He also works with Associates of Clifton Park selling non-variable insurance products, spending a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations23 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.
Exams
More Advisors
- David DaltonLPL Financial LLC
- Robert Leshnak, CFPOsaic Wealth, INC.
- Garry Kohn, CFP
- Timothy Hornung, CFP, ChFCAmeriprise Financial Services, LLC
- Gage Hemmelgarn, CFPEdward Jones
- Matthew Bell, CFAMvrk Financial Consultants, LLC