Lisa Jean Gamble
Investment adviser representative at Walton Financial
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Walton FinancialJun 2026 to now
- Ac Financial PartnersDec 2019 to now
- Commonwealth Financial NetworkDec 2019 to Jun 2026
- Innovative Financial Solutions Inc.Jun 2014 to Dec 2019
- Planmember Securities CorporationJun 2014 to Dec 2019
- Zeiders EnterprisesOct 2012 to Dec 2019
- Self EmployedMay 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 4654650
- Firm CRD
- 331634