Alvin WallCRD Number: 4472418
Current Firm: Wealthquest Financial Services, LLC
Alvin Wall (CRD# 4472418) is an Investment Advisor Representative working at Wealthquest Financial Services, LLC in Norfolk, VA and has over 6 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Pathway Financial Planning, Inc.
Virginia Capital Management Group Inc.
|Wealthquest Financial Services, LLC||Norfolk, VA||Jul 2010 - Current||6|
|Wealthquest Financial Services LLC||Norfolk, VA||Nov 1989 - Current||27|
|Wall Einhorn & Chernitzer||Norfolk, VA||Nov 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
Total Assets Under Management408MILLIONS
Total Number of Accounts1,012ACCOUNTS
Average Account Value$402,826
- A percentage of assets under your management
- Hourly charges
- 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)
CA, FL, LA, MD, NC, NY, VA