Walter J. Billodeaux

USADVISORS WEALTH MANAGEMENT

ALEXANDRIA, VA 22304

Some features on this profile are disabled

CRD#: 4995248

Professional summary

Walter James Billodeaux is a registered financial advisor currently at USADVISORS WEALTH MANAGEMENT, LLC located in Alexandria, Virginia and OSAIC WEALTH, INC. located in Alexandria, Virginia.

Walter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Walter has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

***USANI - INSURANCE POSITION: Representative/Financial Advisor NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 12/2005 - LOCATED AT 1630 KING ST, ALEXANDRIA, VA 22314 INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2005 ADDRESS: 1630 King St, Alexandria VA 22314 DESCRIPTION: Equity indexed annuities ***USADVISORS WEALTH MANAGEMENT LLC POSITION: IAR / Financial advisor NATURE: USADVISORS WEALTH MANAGEMENT, LLC - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 04/15/2013 ADDRESS: 1630 King St, Alexandria VA 22314 DESCRIPTION: Advisory business. USAWM is approved by Securities America. ***UNITRUST REIMBURSEMENTS POSITION: recipient NATURE: Reimbursement of expenses associated with affiliation with Securities America to include travel, Securities America fees, securities license fees, state insurance license fees, cell phone, Albridge, Redtail, annual affiliation fee, technology fee, FINRA, BISA, Money Guide Pro, continuing education. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2009 ADDRESS: 1630 King St, Alexandria VA 22314 DESCRIPTION: Reimbursement of expenses associated with affiliation with Securities America to include travel, Securities America fees, securities license fees, state insurance license fees, cell phone, Albridge, Redtail, annual affiliation fee, technology fee, FINRA, BISA, Money Guide Pro, continuing education. **DBA State Department Federal Credit Union Wealth Management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter James Billodeaux's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

June 19, 2012 - Present

USADVISORS WEALTH MANAGEMENT, LLC

Office #1: 4875 Eisenhower Ave Ste 220, Alexandria, VA 22304Office #2: 301 4th St Sw, Washington, DC 20547-0001Office #3: 3100 Clarendon Blvd Suite 250, Arlington, VA 22201

RIA

CRD#: 158108

ALEXANDRIA, VA

Current

June 14, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 1630 King Street, Alexandria, VA 22314

RIA

CRD#: 23131

Alexandria, VA

Past

October 25, 2011 - June 19, 2012

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

ALEXANDRIA, VA

Past

October 9, 2009 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

ALEXANDRIA, VA

Past

October 31, 2005 - October 9, 2009

OSAIC SERVICES, INC.

CRD#: 133763

RICHMOND, VA

Past

July 25, 2005 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

USADVISORS WEALTH MANAGEMENT, LLC

CRD#: 158108 / SEC#: 801-77961

RIA

Registered Investment Advisory firm - (4/24/2013 Approved)

District of Columbia

Registered Investment Advisory firm - (4/24/2013 Terminated)

Indiana

Registered Investment Advisory firm - (4/29/2013 Terminated)

Iowa

Registered Investment Advisory firm - (4/24/2013 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/25/2013 Terminated)

Michigan

Registered Investment Advisory firm - (5/1/2013 Terminated)

Minnesota

Registered Investment Advisory firm - (4/24/2013 Terminated)

North Dakota

Registered Investment Advisory firm - (4/24/2013 Terminated)

Ohio

Registered Investment Advisory firm - (4/24/2013 Terminated)

South Dakota

Registered Investment Advisory firm - (4/24/2013 Terminated)

Tennessee

Registered Investment Advisory firm - (5/23/2013 Terminated)

Texas

Registered Investment Advisory firm - (4/24/2013 Terminated)

Virginia

Registered Investment Advisory firm - (4/24/2013 Terminated)

Washington

Registered Investment Advisory firm - (4/30/2013 Terminated)

Wisconsin

Registered Investment Advisory firm - (4/24/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/14/2024)

California
(6/14/2024)

Connecticut
(6/14/2024)

IAR

District of Columbia
(10/5/2012)

District of Columbia
(6/14/2024)

Florida
(6/14/2024)

Georgia
(6/14/2024)

Illinois
(6/14/2024)

Louisiana
(6/14/2024)

Maryland
(6/14/2024)

Massachusetts
(6/14/2024)

Mississippi
(6/14/2024)

Missouri
(6/14/2024)

New Jersey
(6/14/2024)

New Mexico
(6/14/2024)

New York
(6/14/2024)

North Carolina
(6/14/2024)

Ohio
(6/14/2024)

Oregon
(6/14/2024)

Pennsylvania
(6/14/2024)

South Carolina
(6/14/2024)

Tennessee
(6/14/2024)

IAR

Texas
(12/12/2017)

Texas
(6/14/2024)

IAR

Virginia
(6/19/2012)

Virginia
(6/14/2024)

Washington
(6/14/2024)

Wisconsin
(6/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/3/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/30/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/23/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

USADVISORS WEALTH MANAGEMENT, LLC

CRD#: 158108 / SEC#: 801-77961

RIA

Registered Investment Advisory firm - (4/24/2013 Approved)

District of Columbia

Registered Investment Advisory firm - (4/24/2013 Terminated)

Indiana

Registered Investment Advisory firm - (4/29/2013 Terminated)

Iowa

Registered Investment Advisory firm - (4/24/2013 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/25/2013 Terminated)

Michigan

Registered Investment Advisory firm - (5/1/2013 Terminated)

Minnesota

Registered Investment Advisory firm - (4/24/2013 Terminated)

North Dakota

Registered Investment Advisory firm - (4/24/2013 Terminated)

Ohio

Registered Investment Advisory firm - (4/24/2013 Terminated)

South Dakota

Registered Investment Advisory firm - (4/24/2013 Terminated)

Tennessee

Registered Investment Advisory firm - (5/23/2013 Terminated)

Texas

Registered Investment Advisory firm - (4/24/2013 Terminated)

Virginia

Registered Investment Advisory firm - (4/24/2013 Terminated)

Washington

Registered Investment Advisory firm - (4/30/2013 Terminated)

Wisconsin

Registered Investment Advisory firm - (4/24/2013 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

15750 Venture Lane, Eden Prairie, MN 55344

Mailing Address

Phone number

(952) 829-0000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/7/2025)

Regulatory assets under management

Total Number of Accounts	2,380
AUM (Assets Under Management)	$ 488,134,595

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Walter J. Billodeaux

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter James Billodeaux's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

Primary Firm SEC Registration

USADVISORS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2011

Series 63

Date: 7/30/2005

SIE

Date: 10/1/2018

Series 6

Date: 7/23/2005

FINRA

Current Firm

USADVISORS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

USADVISORS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors