Unclaimed Profile

Forrest Graham Walson

WALSON & ASSOCIATES INC·LAS VEGAS, Nevada

Series 7, Series 63, Series 65Clean record29 years registeredWALSON & ASSOCIATES INC

11946 PORT LABELLE, LAS VEGAS, NV 89141CRD# 2241873Firm CRD# 106315

Profile Verification

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

Identity

Forrest Graham Walson · LAS VEGAS, NV

Registration

CRD #2241873 · WALSON & ASSOCIATES INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WALSON & ASSOCIATES INC

WALSON & ASSOCIATES INC

Jan 2003 – Sep 2022

SAND SPRINGS, OK

WALSON & ASSOCIATES INC

Jul 1997 – Dec 2002

COSTA MESA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALSON & ASSOCIATES INC

CRD 106315 · SEC 801-39846

AUM

$59M

Regulatory assets under management

Employees

206 client accounts

Services offered by WALSON & ASSOCIATES INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WALSON & ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Forrest Graham Walson offer?

Forrest Graham Walson specializes in Investment Management, Fee-Only Advisory.

What are Forrest Graham Walson's credentials?

Forrest Graham Walson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Forrest Graham Walson located?

Forrest Graham Walson is based in LAS VEGAS, Nevada, last registered with WALSON & ASSOCIATES INC.

How does Forrest Graham Walson charge for services?

Forrest Graham Walson'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 WALSON & ASSOCIATES INC?

WALSON & ASSOCIATES INC has approximately 1 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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