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James Bolton Walters

BAG SECURITIES, L.L.C.·AUSTIN, Texas
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15100 GEBRON DRIVE, AUSTIN, TX 78734-6304CRD# 5909340Firm CRD# 157420
01

About

James Bolton Walters is a registered financial advisor based in AUSTIN, Texas, affiliated with BAG SECURITIES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BAG SECURITIES, L.L.C.
BAG SECURITIES, L.L.C.
AUM
$21M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at BAG SECURITIES, L.L.C. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5909340
Firm CRD# 157420
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Bolton Walters offer?
James Bolton Walters specializes in Retirement Planning. Contact their office in AUSTIN, Texas for a consultation.
What are James Bolton Walters's credentials?
James Bolton Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bolton Walters located?
James Bolton Walters is based in AUSTIN, Texas, working with BAG SECURITIES, L.L.C.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does James Bolton Walters charge for services?
James Bolton Walters's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAG SECURITIES, L.L.C.?
BAG SECURITIES, L.L.C. is a registered investment adviser with the SEC, managing $21M in regulatory assets under management. See their Form ADV for full details.
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Research
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