Unclaimed Profile

Walter Bishop Lunsford

9258 WEALTH MANAGEMENT, LLC·BLUE ASH, Ohio

SIE, Series 7, Series 31, Series 63, Series 65Clean record25 years registered9258 WEALTH MANAGEMENT, LLC

4420 COOPER ROAD, BLUE ASH, OH 45242CRD# 1070860Firm CRD# 290693

Profile Verification

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

Identity

Walter Bishop Lunsford · BLUE ASH, OH

Registration

CRD #1070860 · 9258 WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Oct 2024 – present

9258 WEALTH MANAGEMENT, LLC

Jan 2018 – Dec 2024

BLUE ASH, OH

RAYMOND JAMES & ASSOCIATES, INC.

Nov 2005 – Dec 2017

CINCINNATI, OH

ADVEST, INC.

Mar 2001 – Dec 2005

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · March 16, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

9258 WEALTH MANAGEMENT, LLC

CRD 290693 · SEC 801-112161

AUM

$1.0B

Regulatory assets under management

Employees

3,274 client accounts

Services offered by 9258 WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at 9258 WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Walter Bishop Lunsford offer?

Walter Bishop Lunsford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BLUE ASH, Ohio for a consultation.

What are Walter Bishop Lunsford's credentials?

Walter Bishop Lunsford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walter Bishop Lunsford located?

Walter Bishop Lunsford is based in BLUE ASH, Ohio, working with 9258 WEALTH MANAGEMENT, LLC. Their office serves clients in the BLUE ASH metropolitan area and surrounding communities.

How does Walter Bishop Lunsford charge for services?

Walter Bishop Lunsford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 9258 WEALTH MANAGEMENT, LLC?

9258 WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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