Mark A Walters
Investment adviser representative at Invest Capital Partners
13 yearsExperience
3 statesRegistered in
$271.9MFirm assets
9 yearsFirm in business
Are you Mark A Walters? 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 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
13 years in the industry.
- Invest Capital PartnersAug 2018 to now
- Raymond James and AssociatesMay 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (CA, OH, TX).
Invest Capital Partners
Legal name: Invest Capital Partners, Co.
$271.9MAssets managed
661Clients
10Advisers
9 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
- 5896207
- Firm CRD
- 287987