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Harry Walter

Advisor at Edward Jones

Updated today

Location

Lumberton, NC 28358

Credentials

Series 66

Industry experience

3 years

About

Harry Walter is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His prior work includes roles at Arthur J. Gallagher and Hill Chesson & Woody. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

4246 Fayetteville Rd

Lumberton, NC 28358

Most active in

North Carolina · Texas

Work history

Edward Jones

2022 - Present (4 years)

Arthur J. Gallagher

2017 - 2022 (5 years)

Hill Chesson & Woody

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Darek H

Series 63, Series 65

Lumberton, NC

Aurora Strategic Advisors, LLC

Darek Hunt is a financial advisor with Aurora Strategic Advisors, LLC in Lumberton, NC, holding Series 63 and Series 65 designations and over 23 years of industry experience. He has been with Aurora Strategic Advisors since 2015 and is also licensed as a life insurance producer, with insurance activities ancillary to his advisory role. Aurora Strategic Advisors serves individual clients, including both high-net-worth and non-high-net-worth households, offering portfolio management and financial planning services. The firm manages approximately $24.4 million in assets and combines investment advisory with insurance product placement through its affiliated insurance agency.

General retirement planning Income planning General tax planning Charitable giving & philanthropy
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Jared S

Series 63, Series 65

Lumberton, NC

Credit Union Investment Services

Jared Smith is a financial advisor with Credit Union Investment Services and holds Series 63 and Series 65 licenses. He has three years of industry experience and has been affiliated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2015. He also serves as a life insurance agent with SECU Life Insurance Company. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisory representatives employed on a salaried basis by the parent credit union.

General retirement planning Passive / index investing
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Zachary P

Series 63, Series 65

Lumberton, NC

Credit Union Investment Services

Zachary Pittman is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Members Trust Company since 2016 and has been affiliated with Credit Union Investment Services, SeCU Life Insurance Company, SeCU Brokerage Services, and State Employees' Credit Union since 2012 or 2014. Pittman serves as a financial advisory services specialist with State Employees' Credit Union and also acts as an agent for SeCU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with advisors as salaried employees of the parent credit union.

General retirement planning Passive / index investing
user avatar

Ashleigh C

Series 63, Series 65

Lumberton, NC

Credit Union Investment Services

Ashleigh Chadwick is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union, where she serves as a Financial Advisory Services District Manager. Chadwick's role includes supervisory responsibilities and providing financial services to eligible members. Credit Union Investment Services serves primarily individual investors in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with salaried advisers and client-directed implementation.

General retirement planning Passive / index investing
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Frankie H

Series 63, Series 65

Pembroke, NC

Credit Union Investment Services

Frankie Hunt is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Hunt has worked at Credit Union Investment Services since 2017 and currently serves as a Trust Representative at Members Trust Company. Additionally, Hunt is a Financial Advisory Services Specialist at State Employees' Credit Union and an agent with SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors and a smaller number of trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm typically recommends low-cost, index-based mutual funds and ETFs, along with fixed-income products, using a goals-based, long-term planning approach.

General retirement planning Passive / index investing
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Desmond T

Series 66

Lumberton, NC

CreativeOne Securities, LLC

Desmond Taylor is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at UNC-Wilmington and Cape Fear Community College. Taylor serves on the boards of the Douglas Byrd Academy of Finance, where he contributes to financial literacy education, and Stanton Hospitality House, which supports families in medical crisis. CreativeOne Securities, LLC provides financial planning, consulting, and investment management to a diverse client base including individuals, corporate clients, and retirement plans. The firm utilizes fundamental and cyclical analysis, model rebalancing, and periodic reviews, offering portfolio management through multiple channels including proprietary model portfolios and separately managed accounts.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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