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Richard James Walls

WALLS INVESTMENT MANAGEMENT COMPANY·BLUFFTON, South Carolina
Clean recordWALLS INVESTMENT MANAGEMENT COMPANY
102 BUCKWALTER PARKWAY, BLUFFTON, SC 29910CRD# 809189Firm CRD# 123440

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard James Walls · BLUFFTON, SC
Registration
CRD #809189 · WALLS INVESTMENT MANAGEMENT COMPANY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard James Walls is a registered financial advisor based in BLUFFTON, South Carolina, affiliated with WALLS INVESTMENT MANAGEMENT COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WALLS INVESTMENT MANAGEMENT COMPANY
WALLS INVESTMENT MANAGEMENT COMPANY
AUM
$62M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WALLS INVESTMENT MANAGEMENT COMPANY →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 809189
Firm CRD# 123440
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard James Walls offer?
Richard James Walls specializes in Investment Management, Fee-Only Advisory. Contact their office in BLUFFTON, South Carolina for a consultation.
What are Richard James Walls's credentials?
Richard James Walls is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard James Walls located?
Richard James Walls is based in BLUFFTON, South Carolina, working with WALLS INVESTMENT MANAGEMENT COMPANY. Their office serves clients in the BLUFFTON metropolitan area and surrounding communities.
How does Richard James Walls charge for services?
Richard James Walls'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 WALLS INVESTMENT MANAGEMENT COMPANY?
WALLS INVESTMENT MANAGEMENT COMPANY has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
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Research
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