Walter Lunsford

from 9258 Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
Walter Lunsford is a financial advisor based in Ohio, Blue Ash, with 41 years of experience. Walter currently works for 9258 Wealth Management, LLC. Walter maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (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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Walter Lunsford works at 9258 Wealth Management, LLC
9258 Wealth Management, LLC is a financial advisory firm based in Blue Ash, Ohio. It currently has approximately $849,590,816 of assets under management and employs about 15 people. 9258 Wealth Management, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
4420 Cooper Road, Suite 100, Blue Ash, Ohio, 45242

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