Walter Corville Chown

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2003 → 10/2019
  1St Global Capital Corp.
  Jacksonville, FL
• 04/2005 → 03/2024
  Avantax Insurance Services, Inc.
  Jacksonville, FL
• 08/2003 → 10/2019
  1St Global Advisors, Inc
  Jacksonville, FL
• 06/2008 → Present
  Stillwater Wealth Management
  Jacksonville, FL
• 10/2019 → 03/2024
  Avantax Advisory Services
  Irving, TX
• 10/2019 → 03/2024
  Avantax Investment Services, Inc.
  Jacksonville, FL
• 03/2024 → Present
  Lpl Financial
  Jacksonville, FL

Previous Registrations

• 2019-10-25 → 2024-03-09
  Avantax Advisory Services
  Jacksonville, FL
• 2003-09-04 → 2019-10-25
  1St Global Advisors Inc
  Jacksonville, FL
• 2004-04-15 → 2009-06-04
  Ple Wealth Management
  Jacksonville, FL
• 2003-03-18 → 2003-08-04
  Truist Investment Services, Inc.
  Jacksonville, FL

Other Businesses

1)02/26/2024 - Chown Financial Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2009 2)02/13/2024 - Stillwater Wealth Management, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2009 - 160 Hr/Mth 3)02/29/2024 - Real Estate Rental - Owner - Inv Rel - Franklin, NC - Start: 02/2024 - 1 Hr/Mth 4)02/13/2024 - Real Estate Rental - Owner - Inv Rel - Jacksonville, FL - Start: 05/2006 - 5 Hr/Mth

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-09-26

Designations

• Certified Financial Planner

Other Names

• Wally Chown
• Wally Chown
• Walter Corville Chown
• Walter Corville Chown
• Dwalter Corville Chown