Skip to content

Christopher R Walton

Investment adviser representative at Ascensus Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
$13BFirm assets
24 yearsFirm in business

Are you Christopher R Walton? Claim your profile

How the firm charges

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

Percentage of assetsOther

Services the firm offers

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

  • Portfolio management

Experience

11 years in the industry.

  1. Ascensus Investment Advisors, LLCOct 2023 to now
  2. AscensusMar 2020 to now
  3. Farmers InsuranceApr 2018 to Mar 2020
  4. Oasis OutsourcingApr 2015 to Apr 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law2001
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (MA).

Ascensus Investment Advisors, LLC

$13BAssets managed
27Clients
43Advisers
24 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
2744887
Firm CRD
120632
Advisor's SEC record (opens in a new tab)
CallContact this firm