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Walter Alexis Morales

COMMONWEALTH ADVISORS INC·BATON ROUGE, Louisiana
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315 THIRD STREET, BATON ROUGE, LA 70801CRD# 1302597Firm CRD# 106401
01

About

Walter Alexis Morales is a registered financial advisor based in BATON ROUGE, Louisiana, affiliated with COMMONWEALTH ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
COMMONWEALTH ADVISORS INC
COMMONWEALTH ADVISORS INC
AUM
$55M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at COMMONWEALTH ADVISORS INC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1302597
Firm CRD# 106401
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Walter Alexis Morales offer?
Walter Alexis Morales specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BATON ROUGE, Louisiana for a consultation.
What are Walter Alexis Morales's credentials?
Walter Alexis Morales is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walter Alexis Morales located?
Walter Alexis Morales is based in BATON ROUGE, Louisiana, working with COMMONWEALTH ADVISORS INC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.
How does Walter Alexis Morales charge for services?
Walter Alexis Morales's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONWEALTH ADVISORS INC?
COMMONWEALTH ADVISORS INC has approximately 3 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COMMONWEALTH ADVISORS INC

Willie Gerald Warrington
BATON ROUGE, LA
Lauri Noel Caldwell
BATON ROUGE, LA

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Research
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