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Robert Leonard Walters

BAG SECURITIES, L.L.C.·AUSTIN, Texas
Unclaimed Profile
15100 GEBRON DRIVE, AUSTIN, TX 78734-6304CRD# 5909337Firm CRD# 157420
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About

Robert Leonard 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
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Firm Overview

Firm
BAG SECURITIES, L.L.C.
BAG SECURITIES, L.L.C.
AUM
$21M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5909337
Firm CRD# 157420
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Leonard Walters offer?
Robert Leonard Walters specializes in Retirement Planning. Contact their office in AUSTIN, Texas for a consultation.
What are Robert Leonard Walters's credentials?
Robert Leonard Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Leonard Walters located?
Robert Leonard 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 Robert Leonard Walters charge for services?
Robert Leonard 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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