Annette Walters, financial advisor Duluth GA

Annette Walters

CRD Number: 2978678
Current Firm: Lpl Financial LLC

Annette Walters (CRD# 2978678) is an Investment Advisor Representative working at Lpl Financial LLC in Duluth, GA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Duluth, GA Jan 2011 - Current 13
Mitchell Chase Jones Foundation, Inc. Duluth, GA Jul 2010 - Current 13
Allegiance Retirement Solutions, Inc. Atlanta, GA Aug 2007 - Sep 2015 8
The Retirement Coach, Inc. Lawrenceville, GA Sep 2011 - Aug 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Annette M. Walters
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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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