Walter VazquezCRD Number: 4485011
Current Firm: Summit Financial Group Inc.
Walter Vazquez (CRD# 4485011) is an Investment Advisor Representative working at Summit Financial Group Inc. in Punta Gorda, FL and has over 14 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Signator Investors, Inc.
Darryll R. Bauchert, Sr., Mba, Cfp
|Summit Brokerage Services||Port Charlotte, FL||Dec 2012 - Current||4|
|Kovack Securities, Inc.||Ft. Lauderdale, FL||Jan 2009 - Dec 2012||3|
|Kovack Advisors, Inc.||Ft. Lauderdale, FL||Jan 2009 - Dec 2012||3|
|Merrill Lynch, Pierce, Fenner & Smith||Punta Gorda, FL||Apr 2007 - Dec 2008||1|
|A G Edwards & Sons, Inc.||Port Charlotte, FL||May 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2003|
Total Assets Under Management1,671MILLIONS
Total Number of Accounts8,086ACCOUNTS
Average Account Value$206,638
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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