Answer a few questions and
get matched with an advisor.
About this Advisor
Walter Keys is a certified financial planner who lives in Raleigh, North Carolina. Currently a registered financial advisor with Captrust, they have accrued an impressive 21 years of experience in the financial advisory industry. Keys has Series 63 and Series 66 licenses, qualifying them as a securities representative. Keys can work with clients based out of North Carolina. Throughout their career, they have worked at Captrust Financial Advisors, Union Central Life Insurance Co, Ameritas Investment Corp, Lpl Financial and Capfinancial Securities, LLC. Captrust is located in Raleigh, North Carolina, and operates out of 34 additional locations throughout the United States. Overall, Captrust manages $274 billion in assets across 16,305 accounts and employs more than 412 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 9,438 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 8% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Captrust can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Captrust Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Walter Keys Work History
Walter has 21 years of experience.
Captrust Financial Advisors
Capfinancial Securities, LLC
Ameritas Investment Corp
Union Central Life Insurance Co
Walter Keys has no disclosures.
Please visit their SEC profile for more details.