DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Lisa Jean Gamble

Walton Financialindependent RIABirmingham, AlIA-onlyIAPD 4654650

Feed of 09/14/2026

Also filed as Lisa Jean Murphree

At current firm

0 y

since Jun 30, 2026

In the industry

23 y

since May 23, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: waltonfin.com/lisa-gamblereportedwaltonfin.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Walton Financial independent RIA current
since Jun 30, 2026 · Birmingham, Al
Commonwealth Financial Network national BD
Dec 2, 2019 to Jul 1, 2026 · Mccalla, Al
Planmember Securities Corporation independent RIA
Jun 30, 2014 to Dec 3, 2019 · Northport, Al
Sagepoint Financial, Inc. former
Sep 10, 2010 to Jun 30, 2014 · Birmingham, Al
The Mcgriff Alliance state registered
Jun 6, 2008 to Mar 21, 2011 · Birmingham, Al
Veritrust Financial, LLC former
Dec 9, 2003 to Feb 11, 2005 · Tuscaloosa, Al

Moves

a registration end followed by a registration begin elsewhere

Commonwealth Financial Network to Walton Financial
left Jul 1, 2026, registered Jun 30, 2026 (-1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Planmember Securities Corporation to Commonwealth Financial Network
left Dec 3, 2019, registered Dec 2, 2019 (-1 days) · RIA to affiliated broker-dealer or bank
Sagepoint Financial, Inc. to Planmember Securities Corporation
left Jun 30, 2014, registered Jun 30, 2014 (0 days) · Other
The Mcgriff Alliance to Sagepoint Financial, Inc.
left Mar 21, 2011, registered Sep 10, 2010 (-192 days) · Other
Veritrust Financial, LLC to The Mcgriff Alliance
left Feb 11, 2005, registered Jun 6, 2008 (1211 days) · Other

Signals

Lisa Jean Gamble left Commonwealth Financial Network for Walton Financial (registered 2026-06-30)
Jul 1, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address