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Walter W
Series 63, Series 65
Bala Cynwyd, PA
Private Advisor Group, LLC
Walter Watson Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2013, following prior roles at Raymond James Financial and Wells Fargo Clearing. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and uses a range of investment strategies, often implementing advice through third-party managers and technology platforms such as its proprietary WealthSuite.
Vishal G
ChFC®, Series 63
Bala Cynwyd, PA
Private Advisor Group, LLC
Vishal Gaur is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and a Series 63 license. He has 33 years of industry experience and has worked at firms including LPL Financial and Raymond James Financial. He is also involved with Gaur Financial Associates, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm provides managed account solutions through proprietary platforms and third-party managers, using a fiduciary-based advisory model tailored to client goals and risk tolerances.
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