Richard Walls Jr.

Rich is a Registered Investment Advisor and serves as Co-Portfolio Manager and Director of Trading and Research with Walls Investments. Rich oversees Walls Investments’ trading and investing activities in keeping with clients’ objectives, risk tolerance and suitability requirements. His research primarily focuses on global asset allocation strategies; daily tracking and monitoring of all available opportunities, both long and short, in global fixed income, equities, currencies, derivatives and inversely correlated securities.



  • FINRA Series 65 Securities License
  • Certified Financial Planner (CFP) designate
  • Holds Executive Certificate in Financial Planning from Duquesne University’s School of Leadership and Professional Advancement
  • Bachelor’s degree from Duquesne University’s A.J. Palumbo School of Business

Rich enjoys spending time with his wife and two sons, especially on the intracoastal waterways of South Carolina and Georgia. He is a fitness enthusiast and an avid outdoorsman.

Email: Rich[at]WallsInvestments.com

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