Unclaimed Profile

Gary Glen Walters

PORTFORMULAS INVESTING CORPORATION·ADA, Michigan

Clean recordPORTFORMULAS INVESTING CORPORATION

6020 EAST FULTON STREET, ADA, MI 49301CRD# 4135245Firm CRD# 139987

Profile Verification

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

Identity

Gary Glen Walters · ADA, MI

Registration

CRD #4135245 · PORTFORMULAS INVESTING CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gary Glen Walters is a registered financial advisor based in ADA, Michigan, affiliated with PORTFORMULAS INVESTING CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

USA FINANCIAL FORMULAS LLC

USA FINANCIAL FORMULAS CORPORATION

AUM

$586M

Regulatory assets under management

Employees

Total firm employees

View all advisors at USA FINANCIAL FORMULAS LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4135245

Firm CRD# 139987

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gary Glen Walters offer?

Gary Glen Walters specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ADA, Michigan for a consultation.

What are Gary Glen Walters's credentials?

Gary Glen Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Glen Walters located?

Gary Glen Walters is based in ADA, Michigan, working with PORTFORMULAS INVESTING CORPORATION. Their office serves clients in the ADA metropolitan area and surrounding communities.

How does Gary Glen Walters charge for services?

Gary Glen Walters's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFORMULAS INVESTING CORPORATION?

PORTFORMULAS INVESTING CORPORATION has approximately 52 employees and manages $586M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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