Unclaimed Profile

Walter Lucien Wilson

LUCIEN STIRLING & GRAY ADVISORY GROUP INC·AUSTIN, Texas

SIE, Series 6, Series 26, Series 51, Series 63, Series 65Clean record22 years registeredLUCIEN STIRLING & GRAY ADVISORY GROUP INC

4005 GUADALUPE ST., AUSTIN, TX 78751CRD# 1405967Firm CRD# 112641

Profile Verification

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

Identity

Walter Lucien Wilson · AUSTIN, TX

Registration

CRD #1405967 · LUCIEN STIRLING & GRAY ADVISORY GROUP INC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LUCIEN STIRLING & GRAY ADVISORY GROUP INC

LUCIEN STIRLING & GRAY ADVISORY GROUP INC

Aug 2003 – Dec 2017

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 51

Series 63

Series 65

Registration record

First registered · August 27, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LUCIEN STIRLING & GRAY ADVISORY GROUP INC

CRD 112641 · SEC 801-79381

AUM

$107M

Regulatory assets under management

Employees

504 client accounts

Services offered by LUCIEN STIRLING & GRAY ADVISORY GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LUCIEN STIRLING & GRAY ADVISORY GROUP INC →

Introduction

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Frequently Asked Questions

What services does Walter Lucien Wilson offer?

Walter Lucien Wilson specializes in Financial Planning, Investment Management, Wealth Management.

What are Walter Lucien Wilson's credentials?

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

Where is Walter Lucien Wilson located?

Walter Lucien Wilson is based in AUSTIN, Texas, last registered with LUCIEN STIRLING & GRAY ADVISORY GROUP INC.

How does Walter Lucien Wilson charge for services?

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

How large is LUCIEN STIRLING & GRAY ADVISORY GROUP INC?

LUCIEN STIRLING & GRAY ADVISORY GROUP INC has approximately 5 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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