Walton Re Securities, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 172024
- Registered since
- February 27, 2015
Firm profile
FINTRXOverview
Walton Re Securities, LLC is a limited liability company that registered with the SEC in 2015. Ownership is listed as a combination of a foreign entity and an individual. The firm’s regulatory classification in the available data is unclassified. Reported metadata indicates Walton Re Securities does not position itself as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser, is not listed as a newly formed adviser, and the record does not show pension consulting or a related-adviser relationship. The firm did not provide descriptive information about its advisory or business activities in the source dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 14
Gabrielle Woodworth
Internal Sales AssociateCRD 7836173
Matthew Keister
Senior Vice PresidentCRD 5378330
Lam Fong Nip
Vice PresidentCRD 7841421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 8800 N Gainey Center Dr
- Time zone
- MT (UTC-7)
- Office locations
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