David WaltherCRD Number: 2989320
Current Firm: 1st Global Advisors Inc.
David Walther (CRD# 2989320) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Saint Louis, MO and has over 19 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Purk & Associates, P.c.||Saint Louis, MO||Oct 2010 - Current||6|
|1st Global Insurance Services||St. Louis, MO||Apr 2008 - Current||9|
|1st Global Advisors, Inc.||St. Louis, MO||Feb 2008 - Current||9|
|1st Global Capital Corp.||St. Louis, MO||Jan 2008 - Current||9|
|Summit Advisory Services, LLC||St. Louis, MO||Nov 2001 - Oct 2010||8|
|Mpp&w, P.c.||St. Louis, MO||Sep 1988 - Oct 2010||22|
|Walnut Street Securities||St Louis, MO||Mar 2001 - Jan 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S66||NASAA Uniform Combined State Law Examination||Aug 2001|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV