Walter Fletcher, financial advisor Cherry Hill NJ
96 score

Walter Fletcher

CRD Number: 1440657
Current Firm: Summit Financial Group Inc.

Walter Fletcher (CRD# 1440657) is an Investment Advisor Representative working at Summit Financial Group Inc. in Cherry Hill, NJ and has over 31 years of experience in the finance industry. Walter Fletcher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Summit Brokerage Services Medford, NJ May 2012 - Current 5
J P Turner And Company LLC Medford, NJ Apr 2009 - May 2012 3
Janney Montgomery Scott Inc. Philadelphia, PA Jul 1987 - Apr 2009 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Nov 1993
Contact Info for Walter Z. Fletcher
Phone Number: 561-338-2600
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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