Walter Joseph (CRD# 7021590) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 5 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Albion Financial Group | Salt Lake City, UT | Apr 2022 - Current | 2 |
Mirador, LLC | Salt Lake City, UT | Jul 2021 - Apr 2022 | < 1 |
Unemployed | Salt Lake City, UT | May 2021 - Jul 2021 | < 1 |
Northrop Grumman | Clearfield, UT | May 2020 - May 2021 | 1 |
Unemployed | Salt Lake City, UT | Aug 2019 - May 2020 | < 1 |
E*trade Securities LLC | Sandy, UT | May 2019 - Aug 2019 | < 1 |
E*trade Securities LLC | Sandy, UT | Mar 2019 - May 2019 | < 1 |
E*trade Securities LLC | Sandy, UT | Sep 2018 - Mar 2019 | < 1 |
Unemployed | Salt Lake City, CO | Jan 2017 - Sep 2018 | 1 |
Netflix Customer Service | Salt Lake City, UT | Sep 2015 - Jan 2017 | 1 |
City Of Thornton | Thornton, CO | May 2013 - Sep 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2018 |
S65 | NASAA Investment Advisors Law Examination | May 2022 |
- UT
-
Total Assets Under Management1,598MILLIONS
-
Total Number of Accounts2,292ACCOUNTS
-
Average Account Value$697,069
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, HI, ID, LA, MN, MT, NH, NV, NY, OR, PA, TX, UT, VA, VT, WA, WY
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