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WK

Walter S. Kearns Jr

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CRD#: 1127119
WK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Walter Stanley Kearns Jr, CFP®, who also goes by Walter Stanley Kearns Jr, Walter Stanley (jr) Kearns, was a registered financial professional .

Walter is a previously registered financial professional and started their career in finance in 1983. Walter had worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Walter Stanley Kearns Jr | Walter Stanley (jr) Kearns

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

April 8, 1998 - December 31, 2022

JUST FINANCIAL PLANNING, INC.

RIA
CRD#: 116549
SALEM, VA
Past

February 11, 1992 - November 5, 1997

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

June 18, 1989 - February 27, 1990

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

November 16, 1988 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

February 24, 1987 - December 1, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

November 13, 1986 - March 10, 1987

CAG RESOURCES, INC.

BD
CRD#: 18419
Past

January 2, 1985 - November 25, 1986

SUMMIT CAPITAL GROUP,LTD.

BD
CRD#: 14097
Past

May 25, 1983 - November 26, 1984

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/21/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


JF
JUST FINANCIAL PLANNING, INC.
JUST FINANCIAL PLANNING, INC.

CRD#: 116549 / SEC#:

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Contact information


Main Address
1630 Roanoke Blvd., Salem, VA 24153
Mailing Address
Post Office Box 845, Salem, VA 24153
Phone number
(540) 389-0300
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts103
AUM (Assets Under Management)$ 38,118,131

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JUST FINANCIAL PLANNING, INC.

CRD#: 116549

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