Richard Walls, financial advisor Bluffton SC

Richard Walls

CRD Number: 809189
Current Firm: Walls Investment Management Company

Richard Walls (CRD# 809189) is an Investment Advisor Representative working at Walls Investment Management Company in Bluffton, SC and has over 32 years of experience in the finance industry.

Similar Advisors
Scott Alexander, financial advisor Bluffton SC
Scott K. Alexander
CRD# 1954894
Synovus Securities, Inc.
Similar Advisors
Mark Allen, financial advisor Bluffton SC
Mark I. Allen
CRD# 2410852
Bull Street Advisors
Similar Advisors
Thomas Allen, financial advisor Bluffton SC
Thomas G. Allen
CRD# 2361427
Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Walls Investments Washington Crossing , PA Dec 1998 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
Contact Info for Richard J. Walls
Phone Number: 888-925-5764
Registered State(s):
  • PA
  • SC
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $314,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

PA, SC

Ready to hire a financial advisor? Get competitive proposals from Richard Walls and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.