Patricia Walton (CRD# 6708659) is an Investment Advisor Representative working at Rachor Investment Advisory Services, LLC in Linden, MI and has 1 year of experience in the finance industry. Patricia Walton 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.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rachor Investment Advisory Services, LLC | Flint, MI | Aug 2009 - Current | 14 |
- MI
-
Total Assets Under Management186MILLIONS
-
Total Number of Accounts925ACCOUNTS
-
Average Account Value$200,662
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, MI, MO, NC, NE, SC, TN, TX, VA
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