Andrea Walton is a ChFC-designated registered investment advisor, based in Glenn Heights, TX, with 19 years of industry experience. Andrea is also registered as a broker, so some compensation may come from commissions on products sold.
Location
302 East Ovilla Road, Suite A, Glenn Heights, TX, 75154
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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 →Employment History
Current Registrations
State Farm Investment Management CORP.
December 2025 - Present · 10 mos
State Farm Vp Management CORP.
December 2025 - Present · 10 mos
State Farm Vp Management CORP.Broker
December 2025 - Present · 10 mos
Previous Registrations
State Farm Vp Management CORP.Broker
March 2007 - September 2025 · 18 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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
No exam information available for this advisor.