PW
PW

Paul Walton

18 Years of Experience
Bend, OR
Broker

Paul Walton is a registered investment advisor at Morgan Stanley, based in Bend, OR, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...

Location

705 SW Bonnett Way, Suite 1200, Bend, OR, 97702

Get directions

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.

Learn about disclosures →
Other Business Activities

Paul is the owner and director of Rogue Rod and Reel, a wholesale distributor of outdoor gear. He also owns rental property and is involved with Deschutes Sportswear, dedicating a few hours per week to the latter after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
December 2007 - June 2009 · 1 yr 6 mos
State Registrations33 states
AKALAZCACODCFLHIIDILKYMAMIMNMOMTNCNDNJNMNVNYOHOKORSCTNTXUTVAWAWIWY
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.