Walter Abele, financial advisor Greensboro NC
89 score

Walter Abele

CRD Number: 6303334
Current Firm: Mml Investors Services, LLC

Walter Abele (CRD# 6303334) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greensboro, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services Greensboro, NC Mar 2014 - Current 2
Mass Mutual Life Insurance Company Greensboro, NC Jan 2014 - Current 2
Vistar Greensboro, NC Jul 2004 - Jan 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Walter E. Abele
Phone Number: (413)737-8400
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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