Walter Hinson has been Principal of Tarheel Advisors since January 2009, is a control person of the firm and directly owns between 50% and 75% of it. Walter Hinson holds a Bachelor of Science in Business from the University of North Carolina at Chapel Hill.
Tarheel Advisors, LLC is a Chapel Hill, NC firm with $138M under management, 141 clients and 2 advisers across 4 offices, as of its January 2026 filing.
Walter Hinson is Founding Partner of Tarheel Advisors, LLC. He has provided wealth management and financial planning services for over 20 years. After seven years at discount and full-service investment firms, he co-founded Tarheel Advisors in 2008, a registered investment advisory firm specializing in retirement planning. His earlier roles were Financial Advisor at Merrill Lynch (2006-2008) and Stockbroker at Scottrade Inc. (2002-2006).
Walter Hinson’s longest registration is the current one, 17 years at Tarheel Advisors since 2009. Before joining Tarheel Advisors in 2009, Walter Hinson was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Tarheel Advisors, LLCCurrent– present · 17 yearsChapel Hill, NC · Adviser representative · Firm CRD 149308
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearRaleigh, NC · Adviser representative · Firm CRD 7691
Professional designations
Listed by Tarheel Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Walter Hinson is registered as an investment adviser representative in North Carolina, since February 2009.
- North CarolinaSince 12 February 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 February 2004 |
| Series 7 | General Securities Representative Examination | 3 February 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Walter Armstrong Hinson
- CRD
- 4513129
- Firm
- Tarheel Advisors · CRD 149308
- Role
- Principal
- Office
- 600 MARKET ST, STE G2, Chapel Hill, NC 27516
- Registration
- Investment adviser registration
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tarheeladvisors.com
Where does Walter Hinson work?
Walter Hinson has been Principal of Tarheel Advisors, LLC since January 2009, and is a control person of the firm.
Is Walter Hinson a financial advisor?
Yes. Walter Hinson has a current investment-adviser registration in North Carolina, through Tarheel Advisors since February 2009.
How many years of experience does Walter Hinson have?
Walter Hinson has 19 years in the financial industry, since March 2007, across 2 adviser firms.
What exams has Walter Hinson passed?
Walter Hinson has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in February 2004.
Where did Walter Hinson work before Tarheel Advisors?
Before Tarheel Advisors, Walter Hinson was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, January 2007 to December 2008.
Where is Walter Hinson based?
Walter Hinson’s registered office is in Chapel Hill, NC.
Is Walter Hinson registered with FINRA?
No. Walter Hinson has no current broker registration.
Is Walter Hinson a CFP?
Tarheel Advisors lists Walter Hinson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Walter Hinson, CFP®, AIF® biography, tarheeladvisors.com
How can I verify Walter Hinson’s record?
Search CRD 4513129 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Walter Hinson’s full registration record.
