Peter  Walls,  CFP<sup>&reg;</sup> - Financial Advisor

Peter Walls, CFP®

Founding Partner

Kinloch Capital

4801 Cox Rd, Ste 200
Glen Allen, VA 23060-6803
(804) 956-4545

General

Peter Walls is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kinloch Capital in Glen Allen, VA and the surrounding communities.

Financial Advisor Overview

Custody with Schwab

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Financial Advisor Experience

Experienced advisory team

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Banking, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources