Unclaimed Profile

J.c. Waller

FUND ARCHITECTS, LLC·HEATH, Texas

Clean recordFUND ARCHITECTS, LLC

6710 HORIZON ROAD, HEATH, TX 75032CRD# 4334824Firm CRD# 145395

Profile Verification

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

Identity

J.c. Waller · HEATH, TX

Registration

CRD #4334824 · FUND ARCHITECTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

J.c. Waller is a registered financial advisor based in HEATH, Texas, affiliated with FUND ARCHITECTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CABANA ADVISORS, LLC

AUM

$36M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CABANA ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4334824

Firm CRD# 145395

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does J.c. Waller offer?

J.c. Waller specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HEATH, Texas for a consultation.

What are J.c. Waller's credentials?

J.c. Waller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is J.c. Waller located?

J.c. Waller is based in HEATH, Texas, working with FUND ARCHITECTS, LLC. Their office serves clients in the HEATH metropolitan area and surrounding communities.

How does J.c. Waller charge for services?

J.c. Waller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUND ARCHITECTS, LLC?

FUND ARCHITECTS, LLC has approximately 2 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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