Walter Robertson (CRD# 4443678) is an Investment Advisor Representative working at Brockenbrough in Richmond, VA and has over 19 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bengur Bryan & Company, Inc. | Baltimore, MD | Jun 2020 - Current | 3 |
| Lowe Brockenbrough & Company Inc. | Richmond, VA | Aug 2016 - Current | 7 |
| Cary Street Partners, LLC | Richmond, VA | Jul 2015 - Jun 2019 | 3 |
| Self-employment | Richmond, VA | Jul 2015 - Aug 2016 | 1 |
| Sterne Agee & Leach, Inc. | Birmingham, AL | Oct 2012 - Jul 2015 | 2 |
| Sterne Agee Insurance Consulting , Inc. | Richmond, VA | Apr 2012 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- VA
-
Total Assets Under Management4,823MILLIONS
-
Total Number of Accounts1,129ACCOUNTS
-
Average Account Value$4,271,625
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO, FL, GA, LA, MA, MD, MI, NC, NY, PA, SC, TX, VA, WA, WV
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