James Lincoln Walter
Investment adviser representative at Founders Capital Management Inc
34 yearsExperience
1 stateRegistered in
$281.8MFirm assets
31 yearsFirm in business
Are you James Lincoln Walter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Founders Capital Management IncFeb 2012 to now
- Shamrock Equity Advisors, Inc.Apr 2006 to now
- Quasar Distributors, LLCSep 2002 to now
- Lighthouse Capital ManagementAug 2002 to now
- Connecticut General Life Insurance CoJul 1992 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Founders Capital Management Inc
$281.8MAssets managed
130Clients
3Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2265342
- Firm CRD
- 111164