Walter Cotton, financial advisor Troy AL
93 score

Walter Cotton

CRD Number: 3057646
Current Firm: H.d. Vest Advisory Services, Inc.

Walter Cotton (CRD# 3057646) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Troy, AL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Investment Services Troy, AL Aug 2014 - Current 2
H.d. Vest Advisory Services Troy, AL Aug 2014 - Current 2
H.d. Vest Insurance Agency Inc. Troy, AL Aug 2014 - Current 2
Trojan Properties, LLC Troy, AL Apr 2008 - Current 8
W.j. Cotton, Jr. Inc. Troy, AL Jan 2005 - Current 11
Linsco/private Ledger Troy, AL Apr 2007 - Aug 2014 7
Raymond James Financial Services, Inc. Troy, AL Jan 2004 - Apr 2007 3
United States Marine Corps Reserve Montgomery, AL Nov 1988 - Apr 2007 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2000
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Walter J. Cotton
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, 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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