John WaltersCRD Number: 5406668
Current Firm: Goss Wealth Management
John Walters (CRD# 5406668) is an Investment Advisor Representative working at Goss Wealth Management in Manhattan, KS and has over 10 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Investacorp Advisory Services Inc.
Ameriprise Financial Services, Inc.
|Gwm Advisors, Llc Dba Investment Services LLC||Manhattan, KS||Jul 2016 - Current||1|
|Lpl Financial, LLC||Manhattan, KS||Jul 2016 - Current||1|
|Wells Fargo Advisors LLC||Manhattan, KS||May 2009 - Jul 2016||7|
|Wachovia Securities, LLC||Manhattan, KS||Oct 2008 - May 2009||< 1|
|Cooper Malone Mcclain, Inc.||Wichita, KS||Jun 2007 - Oct 2008||1|
|Walters-morgan Construction Inc.||Manhattan, KS||Oct 1978 - Jul 2007||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management255MILLIONS
Total Number of Accounts1,206ACCOUNTS
Average Account Value$211,130
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, FL, GA, HI, KS, LA, MS, TX
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