Steven
Walton
Hightower Advisors, LLC
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About this Advisor
Steven Walton is a certified financial planner based in Dallas, Texas who has 3 years of relevant experience. Walton currently works for Hightower Advisors, LLC. Over the course of their career, they have held roles at Frontier Investment Management Company, Hightower Advisors LLC, Guidestone Financial Services and Guidestone Financial Resources. Walton holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Hightower Advisors, LLC is a firm headquartered in Chicago, IL. It has offices in 100 locations and a total of 1,700 employees. It controls $105 billion in assets under management among its 144,757 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 474 charitable organizations. Of its 144,757 client accounts, just 13% belong to high-net-worth clients who have more than $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees largely are based on the type of financial services offered. However, fee types charged by Hightower Advisors, LLC most likely consist of some blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hightower Advisors, LLC Brokerage Details
$105,230,209,755
1,700
144,757
$726,944
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
- Selection of other advisers
- Other
Steven Walton Work History
Steven has been registered as a financial advisor for 3 years.*
Hightower Advisors LLC
Frontier Investment Management Company
Guidestone Financial Services
Guidestone Financial Resources
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Walton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Hightower Advisors, LLC
Bellevue, WA
Chicago, IL
Greensboro, NC
Downers Grove, IL
Aurora, IL
Chicago, IL
Dallas, TX
Wayne, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
