Walter HerbertCRD Number: 5042887
Current Firm: Equitable Advisors, LLC
Walter Herbert (CRD# 5042887) is an Investment Advisor Representative working at Equitable Advisors, LLC in Tavares, FL and has over 16 years of experience in the finance industry.
Valic Financial Advisors, Inc.
Securian Financial Services, Inc.
Certified Advisory Corp
|Equitable Advisors, LLC||New York, NY||Oct 2005 - Current||16|
|Axa Advisors, LLC||New York, NY||Oct 2005 - Jun 2020||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
Total Assets Under Management26,008MILLIONS
Total Number of Accounts66,790ACCOUNTS
Average Account Value$389,399
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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