Walter
Salyer
Pensionmark Financial Group, LLC
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About this Advisor
Walter Salyer is a financial advisor working out of San Antonio, Texas who has 8 years of industry experience. Salyer is currently employed by Pensionmark Financial Group, LLC. The advisor has gained experience at Pensionmark Securities, LLC, Pensionmark Financial Group, LLC, Lpl Financial LLC, Independent Financial Partners and Capfinancial Securities, LLC. Salyer has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Pensionmark Financial Group, LLC is an advisory business based in Santa Barbara, CA. The investment advisory business has offices in 59 locations and a total of 244 financial advisors. It oversees $27 billion in total assets among its 7,380 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 142 charitable organizations. Of its 7,380 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. Pensionmark Financial Group, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial management fees typically are based on the type of services. Fees charged by Pensionmark Financial Group, LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Walter Salyer Work History
Walter has been registered as a financial advisor for 8 years.*
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC
Capfinancial Securities, LLC
Lpl Financial LLC
Independent Financial Partners
*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 Walter Salyer 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 Pensionmark Financial Group, LLC
Saint Petersburg, FL
Los Angeles, CA
San Mateo, CA
Santa Barbara, CA
South Burlington, VT
Madison, WI
Fort Mill, SC
Brentwood, TN
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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