Shane Walls, financial advisor Spring Branch TX

Shane Walls

CRD Number: 2376712
Current Firm: Abam, Inc.

Shane Walls (CRD# 2376712) is an Investment Advisor Representative working at Abam, Inc. in Spring Branch, TX and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Advisor Bridge Asset Management Spring Branch, TX Feb 2014 - Current 8
Shane D. Walls, Independent Insurance Agent Spring Branch, TX Apr 2010 - Current 12
Stephen F. Hill And Associates, LLC Dallas, TX Jul 2013 - Dec 2014 1
Woodbury Financial Services, Inc. Spring Branch, TX Jan 2013 - Jul 2013 < 1
Woodbury Financial Services, Inc. Spring Branch, TX Mar 2011 - Jul 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination Nov 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shane D. Walls
Phone Number: 210-854-0251
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $116,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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