Walton PannellCRD Number: 4594775
Current Firm: Infinex Investments, Inc.
Walton Pannell (CRD# 4594775) is an Investment Advisor Representative working at Infinex Investments, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Infinex Investments, Inc.||Gulfport, MS||Dec 2013 - Current||4|
|Bancorpsouth Bank||Gulfport, MS||Mar 2006 - Current||11|
|Bancorpsouth Investment Services, Inc.||Jackson, MS||Nov 2006 - Dec 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S66||NASAA Uniform Combined State Law Examination||Nov 2004|
Total Assets Under Management580MILLIONS
Total Number of Accounts2,901ACCOUNTS
Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV