Walter
Virden
Momentum Independent Network Inc
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About this Advisor
Walter Virden is a certified financial planner working in Arlington, Texas with a total of 22 years of relevant experience. Virden is on the advisory team at Momentum Independent Network Inc. Over the course of their career, Virden has held roles at Momentum Independent Network Inc and Virden Chapman & Virden Cpas. Virden holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, New Mexico, Texas and Wisconsin. Momentum Independent Network Inc is a firm based out of Dallas, TX. It has offices in 93 locations and a total of 140 people on staff. It manages $825 million in assets between its 3,028 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 3,028 accounts, just 8% belong to high-net-worth clients who have greater than $1 million in investable assets. Momentum Independent Network Inc performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules are based on which services the firm provides the client. However, fee types charged by Momentum Independent Network Inc can be comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Momentum Independent Network Inc Brokerage Details
$824,546,760
140
3,028
$272,307
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Walter Virden Work History
Walter has been registered as a financial advisor for 22 years.*
Momentum Independent Network Inc
Virden Chapman & Virden Cpas
*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 Virden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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