Walter Herbert, financial advisor Tavares FL

Walter Herbert

CRD 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.

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Certified Advisory Corp
Company Name Location Dates Years
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
Contact Info for Walter L. Herbert
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • FL
  • RI
By the Numbers
  • Total Assets Under Management
    26,008
    MILLIONS
  • Total Number of Accounts
    66,790
    ACCOUNTS
  • Average Account Value
    $389,399
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)
  • Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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