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Wendy Wynette Walton

AVANTAX ADVISORY SERVICES, INC.·DALLAS, Texas
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3200 OLYMPUS BLVD, DALLAS, TX 75019CRD# 2883254Firm CRD# 104556
01

About

Wendy Wynette Walton is a registered financial advisor based in DALLAS, Texas, affiliated with AVANTAX ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
AVANTAX ADVISORY SERVICES, INC.
AVANTAX ADVISORY SERVICES
AUM
$41.7B
Regulatory assets under management
Employees
2478
Total firm employees
View all advisors at AVANTAX ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 2883254
Firm CRD# 104556
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendy Wynette Walton offer?
Wendy Wynette Walton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.
What are Wendy Wynette Walton's credentials?
Wendy Wynette Walton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Wynette Walton located?
Wendy Wynette Walton is based in DALLAS, Texas, working with AVANTAX ADVISORY SERVICES, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Wendy Wynette Walton charge for services?
Wendy Wynette Walton's firm is compensated through percentage of aum, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVANTAX ADVISORY SERVICES, INC.?
AVANTAX ADVISORY SERVICES, INC. has approximately 2478 employees and manages $41.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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