Ann Walls, financial advisor Vancouver WA

Ann Walls

CRD Number: 6631169
Current Firm: Primerica Advisors

Ann Walls (CRD# 6631169) is an Investment Advisor Representative working at Primerica Advisors in Vancouver, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Preferred Rx Pharmacy Vancouver, WA Dec 2019 - Current 1
Pfs Investments Inc. Vancouver, WA Jun 2016 - Current 5
Primerica Financial Services Vancouver, WA Oct 2015 - Current 6
New U Life, Inc. Pleasant Hill, CA Oct 2018 - Oct 2018 < 1
Savon-pharmacy (albertsons) Vancouver, WA Jul 2016 - Oct 2018 2
Pharmica Integrative Pharmacy Portland, OR Mar 2016 - Jul 2016 < 1
Cvs Health Vancouver, WA Jul 2005 - Jul 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2016
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Ann Walls
Phone Number: 800-544-5445
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    5,090
    MILLIONS
  • Total Number of Accounts
    39,842
    ACCOUNTS
  • Average Account Value
    $127,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY

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