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Scott Andrew Walton

Investment adviser representative at Walton Financial
27 yearsExperience
2 statesRegistered in
$182.9MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

27 years in the industry.

  1. Walton FinancialNov 1999 to now
  2. Commonwealth Financial NetworkNov 1999 to Jun 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 2 states (AL, TX).

Walton Financial

$182.9MAssets managed
256Clients
3Advisers
2 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
2315752
Firm CRD
331634
Advisor's SEC record (opens in a new tab)
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