Stacey Lynn Walter
Investment adviser representative at Ccm New Opportunities, LLC
12 yearsExperience
1 stateRegistered in
$1.3MFirm assets
7 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.
- Portfolio management
Experience
12 years in the industry.
- Ccm New Opportunities, LLCMar 2019 to now
- Columbia Capital Management, LLCFeb 2014 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (KS).
Ccm New Opportunities, LLC
$1.3MAssets managed
0Clients
4Advisers
7 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
- 7089337
- Firm CRD
- 301887