June A. Walbert
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.
June Adrianne Walbert, who also goes by June Adrianne Adams, June Adrianne Lantz, was a registered financial professional .
June is a previously registered financial professional and started their career in finance in 1998. June had worked at 4 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 13, 2004 - February 13, 2012
USAA FINANCIAL PLANNING SERVICES
February 12, 2004 - February 13, 2012
USAA FINANCIAL ADVISORS, INC.
April 18, 2002 - January 5, 2004
RBC CAPITAL MARKETS, LLC
February 15, 2002 - January 5, 2004
RBC CAPITAL MARKETS, LLC
January 28, 1998 - February 21, 2002
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
USAA FINANCIAL PLANNING SERVICES
CRD#: 106352 / SEC#: 801-53347
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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