Walter F. Burns
Professional summary
Walter Francis Burns III, CFP®, who also goes by III Walter Francis Burns, is a registered financial advisor currently at FAMILY STEWARD WEALTH CONSULTING® located in Hobe Sound, Florida.
Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Walter has worked at 2 firms and has passed the Series 63, Series 62, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Walter Francis Burns III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1994
Experience
April 6, 1995 - Present
FAMILY STEWARD WEALTH CONSULTING®
September 20, 1985 - September 26, 2005
OSAIC FS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/6/1995)
(3/8/2016)
Exams
Series 62
Date: 8/27/1990
Corporate Securities Limited Representative ExaminationCurrent Firm
FAMILY STEWARD WEALTH CONSULTING®
CRD#: 130406 / SEC#: 801-63135
Contact information
Regulatory assets under management
| Total Number of Accounts | 171 |
| AUM (Assets Under Management) | $ 90,524,637 |
Red Flags
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