Unclaimed Profile

Walter Francis Burns

BELLATORE FINANCIAL, INC.·THE WOODLANDS, Texas

Series 6, Series 22, Series 24, Series 62, Series 63CFP31 years registeredBELLATORE FINANCIAL, INC.

1790 HUGHES LANDING BLVD, THE WOODLANDS, TX 77380CRD# 1410185Firm CRD# 143543

Profile Verification

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

Identity

Walter Francis Burns · THE WOODLANDS, TX

Registration

CRD #1410185 · BELLATORE FINANCIAL, INC. · 31 years registered

Brand Profile

Not yet started

Career History

FAMILY STEWARD WEALTH CONSULTING®

Apr 1995 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 24

Series 62

Series 63

Registration record

First registered · April 6, 1995

Years registered · 31

Professional designation · CFP

Disclosure History

1997Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BELLATORE FINANCIAL, INC.

CRD 143543 · SEC 801-68251

AUM

$513M

Regulatory assets under management

Employees

1,717 client accounts

Services offered by BELLATORE FINANCIAL, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BELLATORE FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Walter Francis Burns offer?

Walter Francis Burns specializes in Investment Management, Wealth Management. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Walter Francis Burns's credentials?

Walter Francis Burns holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Walter Francis Burns located?

Walter Francis Burns is based in THE WOODLANDS, Texas, working with BELLATORE FINANCIAL, INC.. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Walter Francis Burns charge for services?

Walter Francis Burns'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 BELLATORE FINANCIAL, INC.?

BELLATORE FINANCIAL, INC. has approximately 4 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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