William Brightman Walter

Current Employers

Employment History

• 05/2026 → Present
  Mercer Global Advisors Inc.
  Metairie, LA
• 08/2003 → 05/2017
  Bsg Financial Services
  New Orleans, LA
• 05/2017 → 03/2021
  Ubs Financial Servies Inc.
  New Orleans, LA
• 03/2021 → 03/2023
  Morgan Stanley
  New Orleans, LA
• 07/2023 → 11/2024
  J.P. Morgan Securities Llc
  New Orleans, LA
• 07/2023 → 11/2024
  Jpmorgan Chase Bank, N.A.
  New Orleans, LA
• 04/2023 → 06/2023
  Unemployed
  New Orleans, LA
• 11/2024 → 05/2026
  First Horizon Advisors, Inc.
  Metairie, LA
• 08/2025 → 05/2026
  Lpl Financial Llc
  Marrero, LA

Previous Registrations

• 2025-08-21 → 2026-06-11
  Lpl Financial Llc
  Metairie, LA
  Harvey, LA
  Marrero, LA
• 2024-11-07 → 2025-08-21
  First Horizon Advisors, Inc.
  Marrero, LA
  Harvey, LA
  Metairie, LA
• 2023-07-12 → 2024-11-02
  J.P. Morgan Securities Llc
  New Orleans, LA
  Harahan, LA
• 2021-03-30 → 2023-04-10
  Morgan Stanley
  New Orleans, LA
• 2017-07-06 → 2021-04-01
  Ubs Financial Services Inc.
  New Orleans, LA
  Nashville, TN
  New Orleans, LA

Other Businesses

1)INSURANCE AGENT; INVESTMENT RELATED; METAIRIE, LA; INSURANCE AGENT;03/07/2019;DEVOTES LESS THAN 1 HOUR PER MONTH DURING TRADING; DUTIES INCLUDE: REFERRING BUSINESS TO MERCER ADVISORS INSURANCE SERVICES (MAIS).

Exams

• S66 Uniform Combined State Law Examination
  2017-07-06

Designations

Other Names

• Will Walter
• William Brightman Walter
• William B Walter
• Walter W Brightman
• William Walter
• William B. Walter