Walter OrebaughCRD Number: 6997452
Current Firm: Vanguard Advisers, Inc.
Walter Orebaugh (CRD# 6997452) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|The Vanguard Group, Inc.||Charlotte, NC||Aug 2018 - Current||4|
|University Of South Carolina||Columbia, SC||Aug 2014 - May 2018||3|
|The Masters At Augusta National Golf Club||Augusta, GA||Apr 2018 - Apr 2018||< 1|
|The Masters At Augusta National Golf Club||Augusta, GA||Apr 2017 - Apr 2017||< 1|
|Homeside Financial||Durham, NC||May 2016 - Aug 2016||< 1|
|Commercial Services, Inc.||Morrisville, NC||May 2015 - Aug 2015||< 1|
|Pool Professionals, Inc.||Raleigh, NC||May 2014 - Aug 2014||< 1|
|Athens Drive High School||Raleigh, NC||Aug 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2018|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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