Jeffrey WaltersCRD Number: 2978154
Current Firm: Suntrust Investment Services, Inc.
Jeffrey Walters (CRD# 2978154) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Salisbury, NC and has over 19 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
3a Financial Group LLC
Aventus Investment Advisors, Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2009 - Current||8|
|Sun Life Financial Distributors||Boston, MA||Nov 2006 - Mar 2009||2|
|Sun Life Financial||Boston, MA||Nov 2006 - Mar 2009||2|
|American Express Financial Advisors Inc.||Minneapolis, MN||May 2004 - Nov 2006||2|
|Ids Life Insurance Company||Minneapolis, MN||May 2004 - Nov 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- 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)
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, VT, WA, WI, WV