Walter GossCRD Number: 6149962
Current Firm: Citizens Securities, Inc.
Walter Goss (CRD# 6149962) is an Investment Advisor Representative working at Citizens Securities, Inc. in Bedford, MA and has over 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Cco Investment Services||Bedford, MA||Dec 2012 - Current||5|
|Citizens Bank||Littleton, MA||Jan 2011 - Dec 2012||1|
|Unemployed||Derry, NH||Oct 2010 - Dec 2010||< 1|
|Sentient Jet/one Sky||Manchester, NH||Mar 2010 - Sep 2010||< 1|
|Unemployed||Derry, NH||May 2009 - Feb 2010||< 1|
|Hsbc||Danvers, MA||May 2003 - Apr 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2013|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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