WB
WB

Walter James Billodeaux

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

3100 Clarendon Blvd, Arlington, VA, 22201-5330

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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 ActivitiesSells Insurance

Walter is an insurance representative/financial advisor with USANI since 2005, focusing on equity indexed annuities, and an IAR/financial advisor with USADVISORS WEALTH MANAGEMENT LLC since 2013, dedicating about two-thirds of his time to this role. He also receives reimbursements for expenses related to his affiliation with Securities America.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Usadvisors Wealth Management, LLC
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
Securities America Advisors, INC.
October 2011 - June 2012 · 8 mos
Securities America, INC.Broker
October 2009 - June 2024 · 14 yrs 8 mos
Sagepoint Financial, INC.Broker
October 2005 - October 2009 · 4 yrs
Sunamerica Securities, INC.Broker
July 2005 - October 2005 · 3 mos
State Registrations25 states
AZCACTDCFLGAILLAMAMDMOMSNCNJNMNYOHORPASCTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.