WH
CFP
WH
CFP

Walter Harrison

43 Years of Experience
Yelm, WA
BrokerSells Insurance

Walter Harrison is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Yelm, WA, with 43 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

10739 Clark Rd Se, Yelm, WA, 98597

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Walter is an agent at Financial Partners, Inc. since 2005 and an independent insurance agent since 2009, both full-time positions involving sales and service of fixed insurance, securities, and investment products. Walter also works as a videographer for Harrison Studios a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
April 2006 - June 2021 · 15 yrs 2 mos
Voya Financial Advisors, INC.Broker
October 1995 - June 2021 · 25 yrs 8 mos
Reliastar Financial Marketing CORP.Broker
July 1992 - October 1995 · 3 yrs 3 mos
Cna Investor Services, INC.Broker
July 1991 - July 1992 · 1 yr
Equity Services, INC.Broker
August 1982 - April 1991 · 8 yrs 8 mos
New York Life Variable Contracts CorporationBroker
May 1982 - April 1984 · 1 yr 11 mos
State Registrations1 state
WA
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.