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Walter W. Parker

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CRD#: 2131232
WP

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 Warren Parker was a registered financial professional .

Walter is a previously registered financial professional and started their career in finance in 1991. Walter had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

August 1, 2006 - November 17, 2021

TITAN SECURITIES

RIA
CRD#: 131392
Addison, TX
Past

August 1, 2006 - March 7, 2018

TITAN SECURITIES

BD
CRD#: 131392
Addison, TX
Past

March 18, 2004 - December 31, 2005

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
WYLIE, TX
Past

January 1, 2004 - December 31, 2005

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WYLIE, TX
Past

January 1, 2002 - January 1, 2004

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

December 19, 2000 - January 1, 2002

BMA FINANCIAL SERVICES, INC.

BD
CRD#: 7943
KANSAS CITY, MO
Past

March 22, 1995 - March 17, 2004

BTS ASSET MANAGEMENT, INC.

RIA
CRD#: 105215
ROWLETT, TX
Past

February 25, 1993 - January 3, 2001

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

March 20, 1991 - March 9, 1993

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

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: 2/2/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TS
TITAN SECURITIES
JTA SECURITIES MANAGEMENT, INC. | TITAN SECURITIES

CRD#: 131392 / SEC#: , 8-66462

BD
Terminated by SEC on 09/09/2023
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Contact information


Main Address
6100 Tennyson Pkwy Suite 240, Plano, TX 75024
Mailing Address
Phone number
(972) 980-5920
Established
California since 02/11/2004
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
22

FINRA licenses (1 States and Territories)


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

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BROOKS, BRAD CURTISCCO1584633

Regulatory assets under management


Total Number of Accounts950
AUM (Assets Under Management)$ 70,000,000

Disclosures


Regulatory Event7

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


TITAN SECURITIES

CRD#: 131392

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