CW
Cole Walton
from Freestone Capital Management, LLC
Cole Walton is a financial advisor based in Washington, Seattle,
with 12 years of experience. Cole currently works for
Freestone Capital Management, LLC.
Cole maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Cole Walton works at Freestone Capital Management, LLC
Freestone Capital Management, LLC is a financial advisory firm based in Seattle, Washington. It currently has approximately $6,104,439,188 of assets under management and employs about 94 people. Freestone Capital Management, LLC uses a fee structure of a percentage of assets under your management, commissions and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, commissions and performance-based fees
Office location
701 5th Avenue, 74th Floor, Seattle, Washington, 98104
Advisor can help with
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