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Richard L. Walters

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CRD#: 1665861
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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.

Richard Larry Walters, who also goes by Rick Walters, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1987. Richard had worked at 13 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rick Walters

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®
None

Experience


Past

March 29, 1999 - July 31, 1999

HARVESTONS SECURITIES, INC.

BD
CRD#: 34509
GREENWOOD VILLAGE, CO
Past

September 12, 1996 - March 12, 1998

LLAMA COMPANY

BD
CRD#: 22440
FAYETTEVILLE, AR
Past

November 18, 1993 - August 22, 1996

MASTERS FINANCIAL GROUP, INC.

BD
CRD#: 25747
LITTLE ROCK, AR
Past

June 22, 1993 - November 24, 1993

HENDERSON SECURITIES, INC.

BD
CRD#: 31335
Past

March 26, 1992 - June 9, 1993

THE TRADING DESK, INC.

BD
CRD#: 22908
Past

October 2, 1991 - February 13, 1992

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

May 7, 1991 - October 3, 1991

LUMIERE SECURITIES, INC.

BD
CRD#: 13414
DENVER, CO
Past

June 11, 1990 - May 20, 1991

THE TRADING DESK, INC.

BD
CRD#: 22908
Past

March 1, 1990 - July 6, 1990

APPLE SECURITIES, INC.

BD
CRD#: 19799
Past

January 3, 1990 - January 25, 1990

ALLISON, ROSENBLUM & HANNAHS, INC.

BD
CRD#: 22375
Past

April 11, 1989 - January 12, 1990

SWINK & COMPANY, INC.

BD
CRD#: 7111
Past

January 19, 1989 - July 6, 1990

APPLE SECURITIES, INC.

BD
CRD#: 19799
Past

December 12, 1988 - February 11, 1989

U.S. ASSOCIATES, INC.

BD
CRD#: 13511
Past

November 1, 1988 - December 17, 1988

POWELL & SATTERFIELD, INC.

BD
CRD#: 7030
Past

September 22, 1988 - January 25, 1990

ALLISON, ROSENBLUM & HANNAHS, INC.

BD
CRD#: 22375
Past

June 26, 1987 - September 27, 1988

UNITED CAPITAL CORPORATION

BD
CRD#: 8268

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
RR
Series 63
Date: 7/1/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


HS
HARVESTONS SECURITIES, INC.
HARVESTONS SECURITIES, INC.

CRD#: 34509 / SEC#: , 8-46293

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
8301 E. Prentice Ave. Suite 305, Greenwood Village, CO 80111
Mailing Address
8301 E. Prentice Ave. Suite 305, Greenwood Village, CO 80111
Phone number
(303) 832-8887
Established
Colorado since 01/15/1993
Firm type
Corporation
Fiscal year end
August
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BASSEY, MORGAN OKONCCO2279731
BASSEY, MORGAN OKONPRESIDENT/ CEO2279731
BASSEY, SUPANGEXECUTIVE VICE PRESIDENT2910155

Disclosures


Regulatory Event1

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


HARVESTONS SECURITIES, INC.

CRD#: 34509

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