Richard John Walters

Employer firm

Comprehensive Financial Planning, Inc. CRD 110937

$434M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 05/1983 → Present
  Richard J. Walters
  Lancaster, PA
• 11/1984 → Present
  Comprehensive Financial Planning, Inc.
  East Petersburg, PA

Other Businesses

COMPREHENSIVE BENEFIT MARKETING SERVICES, INC. AND RICHARD J. WALTERS, INVESTMENT RELATED,5995 LEMON STREET EAST PETERSBURG, PA 17520, OWNER, START DATE: 1977, 50 HR/MO,3 HR/TD,SELLING EMPLOYEE BENEFITS SUCH AS GROUP LIFE, GROUP AD&D, GROUP DISABILITY, GROUP HOSPITALIZATION, GROUP DENTAL, SECTION 125 PLANS, ETC. SELL LIFE INSURANCE, DISABILITY, ETC;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-24

Designations

• Certified Financial Planner