Walter Carl Wilhelm
Investment adviser representative at LPL Financial LLC
22 yearsExperience
11 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
22 years in the industry.
- LPL Financial LLCJul 2021 to now
- Contact HelplineMay 2021 to Jul 2021
- Letip of Harrisburg MetroMay 2020 to Jul 2021
- 2w Holdings LLCJan 2019 to Jul 2021
- Letip of Harrisburg MetroJul 2017 to May 2018
- Letip of Harrisburg MetroMay 2017 to May 2017
- Wcwilhelm, Inc.Jan 2014 to Jul 2021
- Consumer ImpressionsSep 2013 to Feb 2017
- Wilhelm Properties LLCApr 2012 to Jul 2021
- Family Support of Central PaNov 2009 to Mar 2018
- Walter C Wilhelm JrFeb 2004 to Jul 2021
- Various Insurance Carriers for W & R Insrurance AgenciesSep 1999 to Jul 2021
- Waddell & Reed, Inc.Jul 1999 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 11 states (CA, CO, DC, FL, MD, NJ, OH, PA, SC, TX, WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 3278019
- Firm CRD
- 6413