Michael Walters, financial advisor Tampa FL
93 score

Michael Walters

CRD Number: 1062699
Current Firm: Ameriprise Financial Services, Inc.

Michael Walters (CRD# 1062699) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Tampa, FL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Tampa, FL Dec 2009 - Current 7
Morgan Stanley Smith Barney Tampa, FL Jun 2009 - Dec 2009 < 1
Citigroup Global Markets Inc. Tampa, FL Mar 1984 - Dec 2009 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Mar 1994
Contact Info for Michael D. Walters
Phone Number: 612-671-3131
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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