Unclaimed Profile

Catherine Egan Walkey

WATERVILLE INVESTMENT PARTNERS, LLC·NEEDHAM, Massachusetts

WATERVILLE INVESTMENT PARTNERS, LLC

60 DEDHAM AVE, NEEDHAM, MA 02492CRD# 7896579Firm CRD# 314518

Profile Verification

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

Identity

Catherine Egan Walkey · NEEDHAM, MA

Registration

CRD #7896579 · WATERVILLE INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Disclosure history pending

About

Catherine Egan Walkey is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with WATERVILLE INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Catherine

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Catherine is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

WATERVILLE INVESTMENT PARTNERS, LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at WATERVILLE INVESTMENT PARTNERS, LLC →

Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 7896579

Firm CRD# 314518

View on FINRA BrokerCheck →

Looking for a financial advisor in NEEDHAM?

Browse all registered financial advisors in NEEDHAM, Massachusetts or claim this profile if it's yours.

Browse NEEDHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Catherine Egan Walkey offer?

Catherine Egan Walkey is a registered financial advisor in NEEDHAM, Massachusetts. Contact their office for details on services offered.

What are Catherine Egan Walkey's credentials?

Catherine Egan Walkey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Catherine Egan Walkey located?

Catherine Egan Walkey is based in NEEDHAM, Massachusetts, working with WATERVILLE INVESTMENT PARTNERS, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.

How large is WATERVILLE INVESTMENT PARTNERS, LLC?

WATERVILLE INVESTMENT PARTNERS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →