Walter Abele is a CFP-designated registered investment advisor, based in Greensboro, NC, with 11 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold.
Location
628 Green Valley Road, Suite 206, Greensboro, NC, 27408
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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
Capfinancial Securities, LLC.
August 2018 - Present · 8 yrs 2 mos
Captrust
August 2018 - Present · 8 yrs 2 mos
Capfinancial Securities, LLC.Broker
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Morton Wealth Management LLC
February 2018 - December 2018 · 10 mos
MML Investors Services, LLC
May 2014 - April 2017 · 2 yrs 11 mos
MML Investors Services, LLCBroker
March 2014 - April 2017 · 3 yrs 1 mo
State Registrations2 states
DENC
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.
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