Unclaimed Profile

Barbara Marie Walters

HONEST ADVISORS, LLC·AUSTIN, Texas

HONEST ADVISORS, LLC

600 CONGRESS AVE, AUSTIN, TX 78701CRD# 3006343Firm CRD# 175013

Profile Verification

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

Identity

Barbara Marie Walters · AUSTIN, TX

Registration

CRD #3006343 · HONEST ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Barbara Marie Walters is a registered financial advisor based in AUSTIN, Texas, affiliated with HONEST ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HONEST ADVISORS, LLC

HONEST DOLLAR

AUM

$2M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HONEST ADVISORS, LLC →

Services

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3006343

Firm CRD# 175013

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barbara Marie Walters offer?

Barbara Marie Walters specializes in Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Barbara Marie Walters's credentials?

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

Where is Barbara Marie Walters located?

Barbara Marie Walters is based in AUSTIN, Texas, working with HONEST ADVISORS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Barbara Marie Walters charge for services?

Barbara Marie Walters'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 HONEST ADVISORS, LLC?

HONEST ADVISORS, LLC has approximately 17 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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