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Walker Peterson Jr Holloway

HAZLETT, BURT & WATSON, INC.·WHEELING, West Virginia
HAZLETT, BURT & WATSON, INC.
1300 CHAPLINE STREET, WHEELING, WV 26003CRD# 1013381Firm CRD# 396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Walker Peterson Jr Holloway · WHEELING, WV
Registration
CRD #1013381 · HAZLETT, BURT & WATSON, INC.
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Walker Peterson Jr Holloway is a registered financial advisor based in WHEELING, West Virginia, affiliated with HAZLETT, BURT & WATSON, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HAZLETT, BURT & WATSON, INC.
SECURITY CAPITAL MANAGEMENT
AUM
$1.0B
Regulatory assets under management
Employees
21
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1013381
Firm CRD# 396
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Walker Peterson Jr Holloway offer?
Walker Peterson Jr Holloway specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WHEELING, West Virginia for a consultation.
What are Walker Peterson Jr Holloway's credentials?
Walker Peterson Jr Holloway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Walker Peterson Jr Holloway located?
Walker Peterson Jr Holloway is based in WHEELING, West Virginia, working with HAZLETT, BURT & WATSON, INC.. Their office serves clients in the WHEELING metropolitan area and surrounding communities.
How does Walker Peterson Jr Holloway charge for services?
Walker Peterson Jr Holloway'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 HAZLETT, BURT & WATSON, INC.?
HAZLETT, BURT & WATSON, INC. has approximately 21 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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