Secretary · Whitener Capital Management, Inc
Walter B. Burwell
CRD 4346680 · Named on Form ADV at one SEC-registered adviser
At a glance
Whitener Capital Management, Inc, an SEC-registered wealth manager based in Rocky Mount, NC with $598 million in regulatory assets, lists Walter B. Burwell on its Form ADV as Secretary.
Firms and roles
- Whitener Capital Management, IncSecretaryWealth manager · Rocky Mount, NC · $598M in regulatory assets
AtlasMembers
Walter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Richard L. SanfordChief Compliance Officer/chairman/president, Whitener Capital Management, Inc
- Angela R. HillVice President, Whitener Capital Management, Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Walter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.