Walter Cotton (CRD# 3057646) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, AL and has over 24 years of experience in the finance industry.
CRD# 6294611
Benjamin F. Edwards & Company, Incorporated
CRD# 5610131
Cetera Investment Advisers LLC
CRD# 5174481
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Troy, AL | Aug 2014 - Current | 9 |
| Avantax Advisory Services | Troy, AL | Aug 2014 - Current | 9 |
| Avantax Insurance Agency, LLC | Troy, AL | Aug 2014 - Current | 9 |
| Trojan Properties, LLC | Troy, AL | Apr 2008 - Current | 16 |
| W.j. Cotton, Jr. Inc. | Troy, AL | Jan 2005 - Current | 19 |
| Linsco/private Ledger | Troy, AL | Apr 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
- AL
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, WY
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