Unclaimed Profile

Kevin Scott Walrath

NORTHWEST FINANCIAL ADVISORS LLC·HERNDON, Virginia

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredNORTHWEST FINANCIAL ADVISORS LLC

200 SPRING STREET, HERNDON, VA 20170CRD# 2225303Firm CRD# 166769

Profile Verification

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

Identity

Kevin Scott Walrath · HERNDON, VA

Registration

CRD #2225303 · NORTHWEST FINANCIAL ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHWEST FINANCIAL ADVISORS LLC

NORTHWEST FINANCIAL ADVISORS LLC

Sep 2013 – Jan 2017

HERNDON, VA

NORTHWEST FINANCIAL LLC

Oct 2008 – Sep 2013

HERNDON, VA

LPL FINANCIAL LLC

Oct 2006 – Nov 2013

HERNDON, VA

CUSO FINANCIAL SERVICES, L.P.

Mar 2002 – Sep 2006

UPPER MARLBORO, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHWEST FINANCIAL ADVISORS LLC

CRD 166769 · SEC 801-77994

AUM

$1.7B

Regulatory assets under management

Employees

3,658 client accounts

Services offered by NORTHWEST FINANCIAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NORTHWEST FINANCIAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Scott Walrath offer?

Kevin Scott Walrath specializes in Financial Planning, Investment Management, Wealth Management.

What are Kevin Scott Walrath's credentials?

Kevin Scott Walrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Scott Walrath located?

Kevin Scott Walrath is based in HERNDON, Virginia, last registered with NORTHWEST FINANCIAL ADVISORS LLC.

How does Kevin Scott Walrath charge for services?

Kevin Scott Walrath's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHWEST FINANCIAL ADVISORS LLC?

NORTHWEST FINANCIAL ADVISORS LLC has approximately 37 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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