Unclaimed Profile

Hosler Lee Wall

WALL ADVISORS, INC.·LAKELAND, Florida

Series 2, Series 65Clean record28 years registeredWALL ADVISORS, INC.

212 E HIGHLAND DRIVE, LAKELAND, FL 33813CRD# 2713866Firm CRD# 125272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Hosler Lee Wall · LAKELAND, FL

Registration

CRD #2713866 · WALL ADVISORS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Feb 2023 – present

WALL ADVISORS, INC.

Aug 1998 – Mar 2023

LAKELAND, FL

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · August 11, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALL ADVISORS, INC.

CRD 125272 · SEC 801-119837

AUM

$208M

Regulatory assets under management

Employees

453 client accounts

Services offered by WALL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WALL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Hosler Lee Wall offer?

Hosler Lee Wall specializes in Financial Planning, Investment Management. Contact their office in LAKELAND, Florida for a consultation.

What are Hosler Lee Wall's credentials?

Hosler Lee Wall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Hosler Lee Wall located?

Hosler Lee Wall is based in LAKELAND, Florida, working with WALL ADVISORS, INC.. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.

How does Hosler Lee Wall charge for services?

Hosler Lee Wall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALL ADVISORS, INC.?

WALL ADVISORS, INC. has approximately 3 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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