WH
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Walter Robert Hammond

11 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
78 clients
Average Client Portfolio
$234K average
Assets Under Management
$18.3M

Fee Structure

Minimum Investment:$25K
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Location

875 Old Roswell Rd Suite G100, Roswell, GA, 30076

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2019
Other Business ActivitiesSells Insurance

Walter owns rental real estate since 2017. He is also a registered representative for Supreme Alliance, LLC, a broker-dealer, and spends minimal time on securities and insurance product sales. Walter is a principal/owner of Cedar Valley Capital, dedicating nearly full-time hours to investment management and financial planning.

Employment History
Current Registrations
Supreme Alliance LLC
August 2020 - Present · 5 yrs 6 mos
Supreme Alliance LLCBroker
August 2020 - Present · 5 yrs 6 mos
Cedar Valley Capital LLC
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Morgan Stanley
October 2013 - April 2019 · 5 yrs 6 mos
Morgan StanleyBroker
October 2013 - April 2019 · 5 yrs 6 mos
State Registrations5 states
FLGANCNMTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.